# ![@KCapitalAbhi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::138243945.png) @KCapitalAbhi K Capital

K Capital posts on X about $uber, business, insurance, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::138243945/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::138243945/c:line/m:interactions.svg)

- [--] Week [---------] +139%
- [--] Month [---------] +626%
- [--] Months [---------] +20,820%
- [--] Year [---------] +315,543%

### Mentions: [--] [#](/creator/twitter::138243945/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::138243945/c:line/m:posts_active.svg)

- [--] Months [--] +229%
- [--] Year [---] +1,386%

### Followers: [---] [#](/creator/twitter::138243945/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::138243945/c:line/m:followers.svg)

- [--] Week [---] +5.10%
- [--] Month [---] +14%
- [--] Months [---] +290%
- [--] Year [---] +1,345%

### CreatorRank: [---------] [#](/creator/twitter::138243945/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::138243945/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74% [technology brands](/list/technology-brands)  71% [finance](/list/finance)  31% [automotive brands](/list/automotive-brands)  11% [celebrities](/list/celebrities)  3% [countries](/list/countries)  3% [cryptocurrencies](/list/cryptocurrencies)  2% [travel destinations](/list/travel-destinations)  1% [products](/list/products)  1%

**Social topic influence**
[$uber](/topic/$uber) #842, [business](/topic/business) 14%, [insurance](/topic/insurance) 12%, [in the](/topic/in-the) 9%, [future](/topic/future) 9%, [$open](/topic/$open) 7%, [$tsla](/topic/$tsla) 6%, [cash flow](/topic/cash-flow) 6%, [tesla](/topic/tesla) 6%, [matter](/topic/matter) 5%

**Top accounts mentioned or mentioned by**
[@uber](/creator/undefined) [@thewiseic](/creator/undefined) [@rabois](/creator/undefined) [@billackman](/creator/undefined) [@cedarstresearch](/creator/undefined) [@qualityinvest5](/creator/undefined) [@mrbryanchardum](/creator/undefined) [@canadakaz](/creator/undefined) [@hamids](/creator/undefined) [@aureliusltd28](/creator/undefined) [@northhillnostra](/creator/undefined) [@manuinvests](/creator/undefined) [@opendoor](/creator/undefined) [@lennar](/creator/undefined) [@ubereats](/creator/undefined) [@airbreather1980](/creator/undefined) [@nicsiggelkow](/creator/undefined) [@dkhoss](/creator/undefined) [@getir](/creator/undefined) [@downtown](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [WeRide Inc. (WRD)](/topic/$wrd) [Morgan Stanley (MS)](/topic/morgan-stanley) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Walmart, Inc. (WMT)](/topic/$wmt) [Netflix Inc (NFLX)](/topic/$nflx) [Brookfield Corporation (BN)](/topic/$bn) [Carvana Co. (CVNA)](/topic/$cvna) [OpenServ (SERV)](/topic/$serv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$UBER These are NOT the numbers of a dying platform. $UBER is reaccelerating When the dust settles on the AV debate a lot of people (including some very smart ones) will be proven wrong. Outstanding quarter $UBER Q425 earnings are out a standout quarter to end a record year with our largest and most-engaged consumer base ever: MAPCs accelerated up 18% to 202M Trips accelerated up 22% to 3.8B Gross Bookings accelerated up 22% to $54.1B Adjusted EBITDA accelerated up https://t.co/X26iaGS6NX $UBER Q425 earnings are out a standout quarter to end a record year with our largest and most-engaged"  
[X Link](https://x.com/KCapitalAbhi/status/2019047070431346964)  2026-02-04T13:55Z [---] followers, [----] engagements


"A healthy mind can not only think independently but can also see merit in opposing viewpoints when justified. A skyscraper looks huge from the street but the same building looks small from a birds-eye view. Same building. Different conclusions. The difference is vantage point and relative comparison. To all the $UBER bears try to step out of your $TSLA or Waymo bubble. There are obviously no certainties especially in the stock market outcomes are always probabilistic. But reasonably speaking $UBER has too much momentum and too many levers at this point to be easily disrupted. The only way out"  
[X Link](https://x.com/KCapitalAbhi/status/2021065390990999729)  2026-02-10T03:35Z [---] followers, [---] engagements


"$UBER Walmart $WMT hit $1T in market cap yesterday. It reminded me of the dark days when it was expected to completely disappear. Not too long ago the din online was so loud that all reasonable voices were subsumed. Amazon $AMZN was inevitable. Physical retail was dead. Walmart was finished. That bear narrative looked obvious and felt inevitable. And then it just wasnt. Reality turned out to be more nuanced. Competition wasnt winner-take-all. Execution scale logistics and adaptation still mattered. Walmart didnt need to win the internet to win. It just needed to keep compounding. It did two"  
[X Link](https://x.com/KCapitalAbhi/status/2019505273682166085)  2026-02-05T20:15Z [---] followers, [----] engagements


"$UBER Uber is not screwing around. The company is hyper focused on integrating AVs into its supply mix everywhere. The proof points will continue to emerge one by one until its clear beyond reasonable doubt that they will win not incrementally but in a MAJOR way. We're deploying 1200+ Robotaxis in Abu Dhabi Dubai & Riyadh with @Uber as soon as [----] the largest commercial Robotaxi commitment in the Middle East That's [--] of [--] cities done under our Uber partnership as WeRide scales towards tens of thousands of Robotaxis globally. $WRD https://t.co/VBLmubkCqk We're deploying 1200+ Robotaxis in"  
[X Link](https://x.com/KCapitalAbhi/status/2019678020819431799)  2026-02-06T07:42Z [---] followers, [----] engagements


"$UBER Brilliant life advice from Dara on TBPN yesterday. Also loved his articulation on what he called the utilization bonus for AVs on Ubers network. AVs distributed via a 3P platform like $UBER get meaningfully higher utilization vs 1P-only models. $UBER is already seeing this in the trip data coming out from Waymo rollouts in Austin & Atlanta on its network. Same asset (i.e. capex $$) sweats more with $UBER leads to higher profit $$ leads to higher ROI for the tech owners. Math isnt final yet but this is a powerful case for continued aggregation in mobility. Ignore it at your own peril"  
[X Link](https://x.com/KCapitalAbhi/status/2019686806426644637)  2026-02-06T08:17Z [---] followers, [----] engagements


"@TheWiseIC Deeply undervalued equity imho. It has a narrative problem which will dispel over time"  
[X Link](https://x.com/KCapitalAbhi/status/2019866852550381777)  2026-02-06T20:12Z [---] followers, [--] engagements


"$UBER More consolidation in Turkey. For context its an 87M population with a strong and growing food delivery culture. $UBER took a controlling stake in Trendyol Go last year and now its doubling down with Getir. Delivery is starting to consolidate in that region and $UBER is emerging as a clear winner Executing on every front Brilliant Welcome to the @Uber family @Getir Excited about what is ahead in Trkiye Welcome to the @Uber family @Getir Excited about what is ahead in Trkiye"  
[X Link](https://x.com/KCapitalAbhi/status/2020929159841841208)  2026-02-09T18:33Z [---] followers, [----] engagements


"$UBER Mac articulated Ubers strategy really well and systematically provided meaningful counters to all aspects of the consensus bear case. $UBER is a long duration platform and will remain so. Salient points from the episode that cut through the bear hyperbole: 1/ Current Momentum: $UBER reported standout Q4 earnings with rapid growth in its fundamental business drivers i.e. users and trips indicating a healthy and scaling core business Uber has repeatedly surprised even its own management on how fast the platform can grow and how much runway still remains. 2/ AVs are Transformative: AVs"  
[X Link](https://x.com/KCapitalAbhi/status/2021041549774348361)  2026-02-10T02:00Z [---] followers, [----] engagements


"@MrBryanChardum Uber bought $2B worth of its own stock in Q4. They are actively soaking up its cheap shares"  
[X Link](https://x.com/KCapitalAbhi/status/2021301273891659879)  2026-02-10T19:12Z [---] followers, [--] engagements


"$UBER This is so well researched and thought through. In summary $UBER is a deeply undervalued equity. The rerate will be violent So we have a company that has derisked DD+ topline growth for at least two years that trades at an 6.5% forward FCF yield that is buying back 1% of its market cap per quarter that has 9bn of investments held that is 0.5x levered that has clear visibility into its TAM growing enormously that grows EBITDA at almost 30% incremental margins that has around 20% FCF margins that has no Claude disruption risk and that has a call option on being the absolute top winner in"  
[X Link](https://x.com/KCapitalAbhi/status/2021483960275231022)  2026-02-11T07:18Z [---] followers, [--] engagements


"$UBER This is so well researched and thought through. In summary $UBER is a deeply undervalued equity. Terminal value risk is overstated and the story is grossly misunderstood. The rerate will be violent So we have a company that has derisked DD+ topline growth for at least two years that trades at an 6.5% forward FCF yield that is buying back 1% of its market cap per quarter that has 9bn of investments held that is 0.5x levered that has clear visibility into its TAM growing enormously that grows EBITDA at almost 30% incremental margins that has around 20% FCF margins that has no Claude"  
[X Link](https://x.com/KCapitalAbhi/status/2021487476142113212)  2026-02-11T07:32Z [---] followers, 23.7K engagements


"Believe You are always one decision away from a different life https://t.co/kS3IKFN9X2 You are always one decision away from a different life https://t.co/kS3IKFN9X2"  
[X Link](https://x.com/KCapitalAbhi/status/2021714181221949844)  2026-02-11T22:33Z [---] followers, [---] engagements


"@TheEUInvestor Uber is not in low margin business at 60% gross margin and operating leverage starting to kick in they are going to be a high margin juggernaut. The only company in the space delivering 20% plus growth year over year while staying profitable and generating free cash flows"  
[X Link](https://x.com/bisonhorn87/status/1986311207247343876)  2025-11-06T05:54Z [---] followers, [--] engagements


"@Mindset4Money_X The most disrespected free cash flows anywhere in the market. This picture will drastically change once the market realizes and fully digests that Uber is going to be a long-term autonomy winner. Staying patient and staying long"  
[X Link](https://x.com/bisonhorn87/status/1986312280406200739)  2025-11-06T05:58Z [---] followers, [--] engagements


"$UBER Fits the bill perfectly. Once the short term voting settles $UBER will be weighed @dkhos and team heads down building a heavier company day in and day out I think every investor should read this letter from Jeff Bezos when Amazon stock fell -80% back in [----]. It will teach you a lot about emotional discipline & irrational markets: https://t.co/bVbS3eeVb7 I think every investor should read this letter from Jeff Bezos when Amazon stock fell -80% back in [----]. It will teach you a lot about emotional discipline & irrational markets: https://t.co/bVbS3eeVb7"  
[X Link](https://x.com/bisonhorn87/status/1987046167985987647)  2025-11-08T06:34Z [---] followers, [---] engagements


"🚨 How is $NFLX worth 2.4X MORE than $UBER when they generate almost the exact same cash flow 💰 UBER TTM Free Cash Flow: $8.7 Billion 💰 NFLX TTM Free Cash Flow: $8.0 Billion (2025 est.) Market Cap: $NFLX: $467 BILLION 🤯 $UBER: $191 BILLION 📉 The market is clear MISPRICING $UBER. $UBER's multiple is a steal. This valuation gap can't last. Staying LONG $UBER CFO: "Turning to our cash flow on a trailing twelve month basis we generated a record $8.7 billion of FCF compared to Adjusted EBITDA of $8.1 billion representing a conversion of 107%. Our strong underlying FCF generation demonstrates"  
[X Link](https://x.com/bisonhorn87/status/1987213519742509424)  2025-11-08T17:39Z [---] followers, [--] engagements


"@TheTranscript_ The most distracted free cash flow in the market today This undervaluation cannot last $UBER stock will be rerated and move violently upwards once market realizes $UBER is a long term autonomy winner"  
[X Link](https://x.com/bisonhorn87/status/1987214052872040600)  2025-11-08T17:42Z [---] followers, [---] engagements


"@tbpn @CanadaKaz @rabois He is good Agree w/ @rabois 90% of the game is hiring the right CEO. $OPEN will do well"  
[X Link](https://x.com/bisonhorn87/status/1988144696758333735)  2025-11-11T07:20Z [---] followers, [----] engagements


"Why is it a bubble The mag7 capex is largely funded by underlying company free cash flow (w/ some debt funding sure eg meta and oraclebut the debt service is manageable). The multiples are no where near as stretched as they were in the final years of the dot com bust. I realize there is increasing concentration in s&p of the mag7 but so long as adoption and usage keeps increasing which they are (exponential over exponential as Jensen says) the AI factory build out should continue. OpenAI is a freak of nature in terms of valuation but we have also never seen adoption and usage curves like"  
[X Link](https://x.com/KCapital88/status/1988295028469624886)  2025-11-11T17:17Z [---] followers, [---] engagements


"@HedgieMarkets Great post How does this relate to public equity markets in the US Can cracks in private credit spill over to public equities"  
[X Link](https://x.com/bisonhorn87/status/1988676175250747689)  2025-11-12T18:32Z [---] followers, [---] engagements


"Sufficient ROI on capex to standup a fleet of AVs is the issue. No one wants to own cars on their balance sheet. Economics for AV-only fleets are just poor today. Ride-hail demand is highly variable and you need flexible supply to make economics work unless per car cost is orders of magnitude lower (i.e. under a buck per mile) which will take time. Meanwhile $UBER gives you immediate distribution. Its the best bet for any AV tech developer to maximize revenue and therefore economics. This is also the reason why Waymo has not significantly ramped up their fleet size in SF having been operating"  
[X Link](https://x.com/bisonhorn87/status/1991373354822169027)  2025-11-20T05:09Z [---] followers, [---] engagements


"Agree with your point re power laws. $UBER s mobility business gets somewhat disrupted in a world where supply of AVs get restricted and it is unable to integrate AV supply into its overall supply mix especially in its key city markets. My bet is that eventually AV tech will fragment and will turn into a commodity. Also many players including Waymo and Tesla (e.g. Wayve Nuro AVRide etc) are already exploring how they can license their tech to OEMs for incremental revenue streamswhat is stopping $UBER from having one of its infinite global fleet partners acquire a fleet of tens of thousands of"  
[X Link](https://x.com/KCapital88/status/1991535907040858553)  2025-11-20T15:55Z [---] followers, [---] engagements


"In theory yes but in practice I highly doubt it. Given $UBER s scale and scope it has the potential to be one of the largest OEM customers with a recurring PO to buy tens (maybe hundreds of thousands) of AVs over timetheir partnership with BYD last year was an agreement to acquire 100k cars which are getting globally deployed as we speak. Tesla may restrict but I certainly dont see Waymo doing thattheir CEO @TechTekedra has publicly said so. In the off chance Tesla and Waymo restrict Wayve Waabi Nuro or any of the [--] other players will license openly without restrictions. The partnerships are"  
[X Link](https://x.com/bisonhorn87/status/1991543361355002326)  2025-11-20T16:25Z [---] followers, [---] engagements


"@MarceloPLima I remember this oneworked on this deal. They bought this out of bankruptcy out of an auction. Back then future value prop was less clear. This worked out handsomely for $BN"  
[X Link](https://x.com/KCapital88/status/1992033371996991786)  2025-11-22T00:52Z [---] followers, [--] engagements


"@hamids Respectfully you have zero idea about the ground realities and developments in the broader AV landscape. Your logic is quite lazy. Best to ask probing questions and learn deeply vs peddle poorly conceived convictions to your followers"  
[X Link](https://x.com/KCapital88/status/1993414309402361944)  2025-11-25T20:19Z [---] followers, [---] engagements


"@hamids Check my page and replies. Its all laid out there. You were wrong about GOOG and Sundar (by a mile) and you will be proven wrong about how the AV landscape broadly plays out and who the ultimate winners will be"  
[X Link](https://x.com/KCapital88/status/1993450957066448901)  2025-11-25T22:45Z [---] followers, [--] engagements


"@Aureliusltd28 I strongly disagree Your approach of deducting insurance reserve growth from current period FCF is misleading. $UBER s FCF as reported in its filings already reflects the burden of any insurance claims that got settled in that period and got paid out in cash so its fully burdened with operating cost of that period. Any future claim payouts should be deducted from future FCF not from the current period FCF which is the way $UBER reports it. Re SBC every tech company in the Bay Area grants RSUs to its employees. $UBER is no exception to that rule. While I agree that SBC is"  
[X Link](https://x.com/KCapital88/status/1993595346824405357)  2025-11-26T08:19Z [---] followers, [---] engagements


"Autonomous tech supply is going to fragment. Go long on $UBER now or be left behind WeRide & @Uber launched Middle Easts 1st fully driverless Robotaxi commercial ops in Abu Dhabi Also the 1st city outside U.S. offering L4 ops on Uber platform. Public rides now available on Yas via UberX Uber Comfort or Autonomous category. On track for breakeven. $WRD https://t.co/AIcofFHtkQ WeRide & @Uber launched Middle Easts 1st fully driverless Robotaxi commercial ops in Abu Dhabi Also the 1st city outside U.S. offering L4 ops on Uber platform. Public rides now available on Yas via UberX Uber Comfort or"  
[X Link](https://x.com/KCapital88/status/1993611264954864070)  2025-11-26T09:22Z [---] followers, [---] engagements


"@ramahluwalia @BillAckman @LumidaWealth What about $UBER"  
[X Link](https://x.com/KCapital88/status/1993632206858903956)  2025-11-26T10:45Z [---] followers, [--] engagements


"I am always amazed by how otherwise smart people end up concluding so dramatically and incorrectly without deeply thinking through all aspects of reality. Respectfully you are missing the big picture because you're treating $UBER like an old-school car insurance company. Thats where your argument falls apart. $UBER has a huge massive data edge. We're talking about real-time data on millions of drivers captured over 15+ years globally how they brake how fast they go their geo-location routes that are least prone to accidents etc. Their engineers are mining this data to figure out creative ways"  
[X Link](https://x.com/KCapital88/status/1993791972314894835)  2025-11-26T21:20Z [---] followers, [---] engagements


"Yea but lack of disclosure is not grounds to state that their FCF is overstated by up to 50%. Its a great sounding sensational headline but doesnt anchor to facts either. Setting the disclosure concern aside if the future cash payouts on todays claims really turn out to be higher relative to the estimated reserves booked today their future FCF will reflect that. It will stop growing as fast or trend flat to down even. For now that line looks more like a hockey stick which is another indication that the claim payouts relative to past reserves were ok. Agree I dont have hard data to back my"  
[X Link](https://x.com/KCapital88/status/1993800452916523482)  2025-11-26T21:54Z [---] followers, [---] engagements


"Thats fine. I accept your criticism re data disclosure. But believe strongly that trip insurance ultimately is a tailwind for the overall business not a headwind. They are not going to disclose their loss developments plus domiciling in Hawaii is opportunistic but I am ok with that. So many other companies in other sectors have insurance captive similar to $UBER incorporated in Hawaii and dont disclose widely. They are not an outlier in this sense"  
[X Link](https://x.com/KCapital88/status/1993806364003717608)  2025-11-26T22:17Z [---] followers, [---] engagements


"@CedarStResearch @BillAckman Also see my response below to @Aureliusltd28 on his post but I doubt my arguments will sufficiently convince you 🙂 @Aureliusltd28 @KoyfinCharts @Aureliusltd28 I strongly disagree Your approach of deducting insurance reserve growth from current period FCF is misleading. $UBER s FCF as reported in its filings already reflects the burden of any insurance claims that got settled in that period and got paid out in cash @Aureliusltd28 @KoyfinCharts @Aureliusltd28 I strongly disagree Your approach of deducting insurance reserve growth from current period FCF is"  
[X Link](https://x.com/KCapital88/status/1993807374440910985)  2025-11-26T22:21Z [---] followers, [---] engagements


"You mean combined loss ratio (claims + opex) not just loss ratio (claims only) which is much lower. Yea I know that figure ticked up and then came down. there are differences though between $UBER and $TSLA. Tesla Insurance struggled because their cars are super expensive to repair (driving loss ratios above 100%). Their claims are often deemed total loss as repair cost is exorbitant. Uber's captive insures mostly lower-cost vehicles (Honda Toyota etc) and they have total control over the driver pool letting them de-platform risky drivers proactively and unlike Tesla $UBER uses specialized"  
[X Link](https://x.com/KCapital88/status/1993913370844762190)  2025-11-27T05:22Z [---] followers, [--] engagements


"@QualityInvest5 Curious why you think $UBER gets dragged down next quarter or two"  
[X Link](https://x.com/KCapital88/status/1993922296847978800)  2025-11-27T05:58Z [---] followers, [---] engagements


"$UBER s insurance results look unusual if you view them like a traditional insurer but again that take is misguided. Farmers isnt actually taking the underwriting risk. It fronts the policy for regulatory reasons (in many states you need a licensed insurer to first write the policy) then cedes almost all of the risk back to Ubers captive (Aleka). Uber essentially self-insures and Farmers earns a fee for administering claims and issuing the paper. So the loss ratios you see arent evidence that Farmers is getting destroyed they show Uber absorbing the risk by design. The spike in loss ratios"  
[X Link](https://x.com/KCapital88/status/1995196062982889620)  2025-11-30T18:19Z [---] followers, [---] engagements


"@CedarStResearch Yea but the spikes in loss ratios especially during Covid are well documented. Thats not a $UBER specific phenomenon. Auto insurance and claims across the board went awry. My hunch is that they have already in many places and/ or are starting to trend back down in other places"  
[X Link](https://x.com/KCapital88/status/1995201479863627813)  2025-11-30T18:41Z [---] followers, [---] engagements


"Skepticism is healthy. Good to question things to get to reality but consider that $UBER is riding a secular global trend of on-demand transportation and delivery. And its a market leader in these categories. The growth in the business is undeniable and is not stopping any time soon. Also UBER s management is hyper focused on rationalizing and optimizing insurance spend. Litigation rates in the US are just abnormally high and a lot of it is exaggerated/ frivolous but there is early emerging commentary from management if you listen to their earnings call that the insurance headwind is"  
[X Link](https://x.com/KCapital88/status/1995203543490609439)  2025-11-30T18:49Z [---] followers, [--] engagements


"For argument sake even if $UBER s insurance reserves currently are marked improperly worst case will be that they will take have a one time true-up in one random period and we will all move on. $UBER s momentum and market opportunity is just too big for any of this to matter imho even if we believe the worst case scenario"  
[X Link](https://x.com/KCapital88/status/1995204352848675034)  2025-11-30T18:52Z [---] followers, [---] engagements


"FCF matters more. Accounting distorts earnings with non-cash noise estimates rev recognition diversity etc. FCF cuts through all of it and gets to cash generated by the business period. In the long term all businesses get judged on growth in and levels of FCF. Its elemental to valuation. $OPEN needs breathing room. The business is showing promise as its getting refounded. Almost everyone is underestimating how effectively AI can take cost out of the operating workflows and improve margins. Also criticism re capex heavy revenue is overdone as its a necessary ramp. The business and revenue"  
[X Link](https://x.com/KCapital88/status/1995364267130761629)  2025-12-01T05:28Z [---] followers, [---] engagements


"A wide but shallow deployment. Sure. Ridehail is a game of flexible supply and sub [--] mins eta. Waymo is constrained by AV supply. They have received the last of their total 3k jaguar ipace cars which are now phased out. Waymo is still waiting for their Zeekr and Hyundai Ioniq cars. Another constraint is state by state regulation. Announcements are great. But public launch followed by deep penetration is what ultimately matters. They are still only live with public launch in [--] markets (SF LA Phoenix Austin and Atlanta) and their penetration is still sub optimal. Meanwhile $UBER s growth is"  
[X Link](https://x.com/KCapital88/status/1996454974717677803)  2025-12-04T05:42Z [---] followers, [---] engagements


"$OPEN no disagreements there. @rabois is 100% right. The right CEO is 99% of the solve in disruptive tech plays. Kaz is that guy. Its worth a bet I have a gut feeling that $OPEN is going to win in a very very big way. I usually despise these retail-heavy/hyped plays but I'll tell you what's different with this one. Kaz Nejatian. There's always that guy. Zuck is that guy. Elon is that guy. I think Kaz can be that https://t.co/J9XZoglYMy I have a gut feeling that $OPEN is going to win in a very very big way. I usually despise these retail-heavy/hyped plays but I'll tell you what's different"  
[X Link](https://x.com/KCapital88/status/1996459155264278597)  2025-12-04T05:58Z [---] followers, 24.6K engagements


"Good point. Equity research analysts are always lagging behind. Kaz is still new in the role but is incredibly motivated. Sell-side spreadsheets generally only capture a tiny fraction of the economics and value that mission-driven leaders eventually end up creating. Institutions do not like leaning into asymmetrical risks. They wait for stories / shifts to play out firmly and then position to catch the last quarter or half of the overall move. $OPEN has the right ingredients in place (i.e. mission-driven technically adept and product focused leader founder DNA on the board strong execution"  
[X Link](https://x.com/KCapital88/status/1996699482432721029)  2025-12-04T21:53Z [---] followers, [--] engagements


"I am not going to mark your words Bringing offline real estate online today is a solvable problem. People still systematically underestimate the power of technology. We have seen numerous examples of this dynamic play out already. $UBER applied tech to rides and disrupted the whole taxi sector. $CVNA applied tech to car buying and built a durable business out of it. $AMZN applied tech and built an enormous marketplace for anything and everything. $SHOP $ABNB $DASH I can go on and on. Kaz has a solid track record. The road ahead maybe winding but my bet is it leads to the promise land"  
[X Link](https://x.com/KCapital88/status/1996828366817903058)  2025-12-05T06:25Z [---] followers, [--] engagements


"@macaronicapital $UBER now owns a little under 4% of Serves equity. They sold down their stake significantly last Q when $SERV rallied. Its been a great partnership so far"  
[X Link](https://x.com/KCapital88/status/1996981931867845071)  2025-12-05T16:36Z [---] followers, [---] engagements


"The current capital intensive business model is a necessary ramp to gain scale and to evolve into a bigger more sophisticated RE platform. Theres lots of evolution ahead for $OPEN including new capital-light revenue streams. I wouldnt overly index on their current state knowing well that the company is undergoing massive transformation under a new board and management. Whats wrong with leaning into AI I dont think Kaz and team are under any illusions about what AI can / cannot do. I love the fact that they are forcing the entire workforce to think AI first and leverage it when thinking about"  
[X Link](https://x.com/KCapital88/status/1997015101422100826)  2025-12-05T18:47Z [---] followers, [--] engagements


"$UBER The scale of this business is unmatched and will remain so Big milestone for @Uber last week: Uber + Uber Eats crossed [---] million trips in a single week for the first time up from [---] million a year ago. 900K trips every [--] mins 🤯 Best part is we're just getting started building on this (remarkable) operational & technical scale https://t.co/nAQRhTjLWe Big milestone for @Uber last week: Uber + Uber Eats crossed [---] million trips in a single week for the first time up from [---] million a year ago. 900K trips every [--] mins 🤯 Best part is we're just getting started building on this"  
[X Link](https://x.com/KCapital88/status/1998468045484994812)  2025-12-09T19:01Z [---] followers, [---] engagements


"The best thing $UBER did was to reach scale and to become profitable and free cash flowing. Lots of optionality as a result which the company is quietly exercising. They are smart in focusing on strategy and execution. The cheap share price is a blessing in disguise. They are quietly buying back as much as they can under their second $20b share buyback authorization aggressively reducing the companys share count. Watch out for competitive response in H1 of [----] https://twitter.com/i/web/status/2003607760269672546 https://twitter.com/i/web/status/2003607760269672546"  
[X Link](https://x.com/KCapital88/status/2003607760269672546)  2025-12-23T23:24Z [---] followers, [---] engagements


"$UBER this story will play out exactly like $GOOG 1/ AI / AVs will disrupt the business smidiots spread fear and doubt online snd the stock derates 2/ The said business quietly positions and executes price consolidates while the business continues to compound quarter after quarter year after year 3/ A year or two or three pass the said business is still compounding growth gears back up and then all of a sudden a light bulb goes off (a catalyst an event or piece of news) and everyone miraculously realizes AI / AVs is a tailwind not a headwind the stock rerates and rips violently Staying long"  
[X Link](https://x.com/KCapital88/status/2004001829982818603)  2025-12-25T01:30Z [---] followers, 41.2K engagements


"$UBER Morgan Stanley recently put out a research report on AV technology. As I read it I realized its one of the clearest mental models Ive seen so far for thinking through how AVs actually impact ridehail. To be clear Im not suggesting MS has it perfectly right. Theyre forecasting like the rest of us. But the framing is strong and I think theyre directionally correct. A lot of the loud AVs kill Uber narratives on X are poorly conceived because they frame the problem incorrectly. They tend to come from fuzzy thinkers (i.e. $TSLA cultists purists or overly dogmatic takes that skip first"  
[X Link](https://x.com/KCapital88/status/2004304872309723196)  2025-12-25T21:34Z [---] followers, [--] engagements


"$UBER Morgan Stanley recently put out a research report on AV technology in the US. As I read it I realized its one of the clearest mental models Ive seen so far for thinking through how AVs actually impact ridehail. To be clear Im not suggesting MS has it perfectly right. Theyre forecasting like the rest of us. But the framing is strong and I think theyre directionally correct. A lot of the loud AVs kill Uber narratives on X are poorly conceived because they frame the problem incorrectly. They tend to come from fuzzy thinkers i.e. $TSLA cultists purists or overly dogmatic takes that skip"  
[X Link](https://x.com/KCapital88/status/2004306255545094305)  2025-12-25T21:40Z [---] followers, 79K engagements


"@RudyTechEvo In a chain of commerce value accrues where scarcity rests. Distribution will matter and $UBER owns itglobally"  
[X Link](https://x.com/KCapital88/status/2004364827029115278)  2025-12-26T01:33Z [---] followers, [---] engagements


"For the same reason you don't cook every meal just because you own a stove. Ownership involves insurance cleaning charging and maintenance. Even if the car drives itself the total cost of ownership and the cognitive load are still there. Most urbanites would rather tap a button and have the problem disappear when the trip ends"  
[X Link](https://x.com/KCapital88/status/2004371866094383400)  2025-12-26T02:01Z [---] followers, [---] engagements


"The iphone didn't just replace blackberry. it replaced the camera the GPS and the ipod because it was a better everything device. An AV is just a different car / engine for the same trip. Comparing a vehicle type to a global demand network is like saying better jet engines will kill Expedia. Better tech usually just flows through the existing aggregator. You are underestimating distribution"  
[X Link](https://x.com/KCapital88/status/2004375078536908979)  2025-12-26T02:13Z [---] followers, [---] engagements


"The tech vs. distribution debate is a false choice. In the real world utility wins. History is full of superior technologies that died because they couldn't aggregate demand. AV tech will fragment (it already is) and in a fragmented supply scenario AV makers are basically content creators. Uber is the Netflix. Whether the movie is shot on a Sony or a red camera doesn't matter to the subscriber. they just want to watch the show. Uber owns the subscriber. Also for whatever silly reason you are framing this as if only one will win both Tesla and uber can do well when the addressable market is $1T"  
[X Link](https://x.com/KCapital88/status/2004379777130434623)  2025-12-26T02:32Z [---] followers, [--] engagements


"@NorthHillNostra Update yourself pal. Believe it or not $UBER is still growing in San Francisco. Waymo has been operating here for over two years. They have taken limited share in all that time and the pie has grown. Still the market has not fully played out yet"  
[X Link](https://x.com/KCapital88/status/2004380495262765377)  2025-12-26T02:35Z [---] followers, [---] engagements


"@NorthHillNostra @ManuInvests did a really good post on this. Read up. https://x.com/manuinvests/status/2003545885977006564s=46&t=6ZPKyfzU5guuEjX17H872A 1/ The primary bear case against $UBER is summarized in two words: AV disruption. Investors fear that AVs will crush Uber's 30% take rate destroying profitability. I disagree. In fact I believe an estimated 20% AV take rate is a massive tailwind. Here is the math. 🧵 https://t.co/Uj1vVw04qk https://x.com/manuinvests/status/2003545885977006564s=46&t=6ZPKyfzU5guuEjX17H872A 1/ The primary bear case against $UBER is summarized in two words: AV"  
[X Link](https://x.com/KCapital88/status/2004383739623928023)  2025-12-26T02:48Z [---] followers, [---] engagements


"@pwicksterjws @BradMunchen Unlike $UBER Lyft is primarily US only and mobility only. It has concentration risk"  
[X Link](https://x.com/KCapital88/status/2004384443579129911)  2025-12-26T02:51Z [---] followers, [---] engagements


"@notahypocrite88 Signs of AV tech supply side fragmentation are emerging but premature to conclude just yet. My bet is that multiple players will successfully crack it and aggregator demand networks like $UBER will continue to thrive"  
[X Link](https://x.com/KCapital88/status/2004457279085769167)  2025-12-26T07:40Z [---] followers, [---] engagements


"@ken_trails @ManuInvests @lyft @HowardMarksBook Ubers management is building a heavy company and it will be weighed in the long term. Lyft has significant concentration risk its mobility only US mostly business and will most likely be acquired. Its only a matter of time"  
[X Link](https://x.com/KCapital88/status/2004465424772235666)  2025-12-26T08:12Z [---] followers, [---] engagements


"Vertical integration as a strategy is great in industries with high levels of overall supply chain cost. You bring elements of overall chain in house and pursue a low cost strategy relative to your competitors. $UBER DOES NOT need vertical integration to be successful in ride-hailing. It is doing pretty well as an asset light business. They have 20% topline growth consistently at scale with minimal capex. Thats hard to achieve. The mess with Google and their initial attempt at AV is old news pal and ancient history. They have worked through it and its over. In a fragmented AV supply scenario"  
[X Link](https://x.com/KCapital88/status/2004648461279334485)  2025-12-26T20:20Z [---] followers, [--] engagements


"Sounds pretty good on paper but the actual implementation and peoples appetite to allow personal teslas for ride-hail is untested. Your logic is too linear. Nuances of timing utilization and ROI etc are not proven. Also future is hybrid. AVs will have a place so will human powered ride hail. AVs will be incremental"  
[X Link](https://x.com/KCapital88/status/2004649806191566987)  2025-12-26T20:25Z [---] followers, [--] engagements


"$UBER Staying Long @alifarhat79 Yes. It is incredibly cheap. @alifarhat79 Yes. It is incredibly cheap"  
[X Link](https://x.com/KCapital88/status/2006250323095040439)  2025-12-31T06:25Z [---] followers, 11.8K engagements


"$UBER the Nuro Lucid AVs will hit San Francisco streets this year. Time to re-acquire the lost share from Waymo Meet the future of autonomous mobility by @nuro @LucidMotors and @Uber. We've unveiled the production design of our global robotaxi at #CES2026. Read for details and an update on our eng vehicles now testing autonomously on public roads: https://t.co/t8azCCj9kK https://t.co/4z3mANQZvK Meet the future of autonomous mobility by @nuro @LucidMotors and @Uber. We've unveiled the production design of our global robotaxi at #CES2026. Read for details and an update on our eng vehicles now"  
[X Link](https://x.com/KCapital88/status/2008343465315192975)  2026-01-06T01:02Z [---] followers, [----] engagements


"$UBER The picture is starting to become clearer. With Nvidia effectively open-sourcing autonomous driving technology AV supply for ride-hail purposes especially in the US further resolves in $UBERs favor. This is the clearest sign yet of meaningful AV tech supply fragmentation beyond Waymo and $TSLA. $UBER at current prices is a mega bargain. The rerate will be violentonly a matter of time I mentioned last year Nvidia is going after Teslas profit pool. Today $NVDA rolled a thinking end-to-end model from camera to actuator. The Auto OEMs will continue to eat the capex. Nvidia is now a picks"  
[X Link](https://x.com/KCapital88/status/2008437089214288170)  2026-01-06T07:14Z [---] followers, 38.6K engagements


"$UBER Listen to Sarfraz MarediaUbers global head of autonomous division at CES [----]. San Francisco will soon be lit up with a fully autonomous fleet of Lucid Gravity $UBER switching to offense. Love it A first look at whats next 🚙 https://t.co/C0wnh57ut2 A first look at whats next 🚙 https://t.co/C0wnh57ut2"  
[X Link](https://x.com/KCapital88/status/2008628522013634803)  2026-01-06T19:55Z [---] followers, [---] engagements


"$UBER Too simplistic. The write up below is basically arguing that in future mobility supply will concentrate in the hands of Google and $TSLA in the US which will cause $UBER s platform to lose its dominance. Riders will flock to Waymo and Tesla in droves. Uber today aggregates highly fragmented mobility demand and supply and is a clear global leader in the ridehail space. If you want to place a long term bet on Uber today you must believe self-driving technology will commoditize and that AVs will ultimately prove to be net incremental (not entirely cannobalistic) to existing human drivers"  
[X Link](https://x.com/KCapital88/status/2010219702195474681)  2026-01-11T05:18Z [---] followers, 108K engagements


"Finally while Waymo and Tesla continue to build their own stacks $UBER is NOT sitting idle. Its generating north of $10B in free cash flow (and growing) annually and is very deliberately positioning itself for the AV future. The single best thing that happened to Uber was that it become profitable. That free cash flow gives it the ability to seed support and shape the broader AV ecosystem (as well as holistically making its platform more and more compelling) rather than trying to own every piece of the technology itself WITHOUT incurring any capex. The second decade of compounding for $UBER"  
[X Link](https://x.com/KCapital88/status/2010220118031380811)  2026-01-11T05:19Z [---] followers, [----] engagements


"Almost every scaled marketplace has a profit core that subsidizes expansion. The question isnt whether Uber has a few profit center cities its how defensible and expandable those centers are. Those US cities are also the hardest markets for a new entrant or AV fleet to penetrate at scale (i.e. NYC). Waymo has been operating in SF for nearly two years now and in all this time has less than 10% share as AV only fleets struggle to keep utilization high in the face of highly variable ridehail demand. You are ignoring nuances which makes your thoughts simplistic"  
[X Link](https://x.com/KCapital88/status/2010224746634326379)  2026-01-11T05:38Z [---] followers, [----] engagements


"@grok @Odin_Allfathr Thanks for the endorsement Grok"  
[X Link](https://x.com/KCapital88/status/2010264131455357237)  2026-01-11T08:14Z [---] followers, [--] engagements


"Yea this is a lesser known fact. If I remember correctly about a third (and growing) of Ubers mobility supply comes from fleet management companies globally. They own and manage the cars and drivers and Uber sends them demand. Uber already has established relationships with almost all meaningfully sized fleets in all countries they operate in. And they are seeding and shaping them more fleets as we speak. This is also another gate on AV dissemination. It turns out launching and scaling ridehail marketplace is not that simple after all. https://twitter.com/i/web/status/2010417041686352211"  
[X Link](https://x.com/KCapital88/status/2010417041686352211)  2026-01-11T18:22Z [---] followers, [---] engagements


"Thanks for the insights. Yea legacy OEMs realize they must offer autonomy in their cars because almost all consumers will demand it eventually or they will go out of business over time. Its boring to cover them but they are not sitting still. They are cooking in the background to protect their markets and businesses. I am pretty sure as more time passes we will see more and more from them. https://twitter.com/i/web/status/2010421184681353476 https://twitter.com/i/web/status/2010421184681353476"  
[X Link](https://x.com/KCapital88/status/2010421184681353476)  2026-01-11T18:38Z [---] followers, [--] engagements


"@dimitriospaolo Risk / reward on Uber is way better than $GOOG whose stock is trading near its all time high while Uber near its all time low (on NTM multiple basis)"  
[X Link](https://x.com/KCapital88/status/2010477456122061206)  2026-01-11T22:22Z [---] followers, [---] engagements


"$TSLA $UBER This is not a primer on valuation math. Just some reflections on public equity prices. I am increasingly of the view that the price of certain public equities has a strong social component that can at times overwhelm current fundamentals and can persist for a long time. Who is holding a stock what they believe and how strongly they believe it matters. I recently read a piece written by the renowned Aswath Damodaran (NYU Dean of Valuation) who argued that instead of debating equity overvaluation or undervaluation a better approach is to reverse engineer into expectations embedded"  
[X Link](https://x.com/KCapital88/status/2011245311830724797)  2026-01-14T01:13Z [---] followers, [----] engagements


"The post below is a good read. Theres so much noise around AVs right now that this topic gets mostly ignored for digital marketplace businesses like $UBER and $DASH. Agentic disintermediation: What happens when the end user journey starts in a chatbot like ChatGPT or Gemini and the agent not the user routes the transaction. Theoretically in future if AI agents control routing marketplaces could potentially lose some leverage i.e. fewer direct opens weaker brand pull and less control over demand by the marketplace itself. The agent would optimize for price or speed which can in theory compress"  
[X Link](https://x.com/KCapital88/status/2011942264226910375)  2026-01-15T23:23Z [---] followers, [----] engagements


"$OPEN This increase in product velocity reminds me of what happened at Robinhood post IPO. 1/ Vlad and team went heads down 2/ product velocity and execution quality jumped meaningfully and 3/ that was the primary driver of the revenue surge and the stocks explosive move. Something similar is starting to show up at $OPEN door. The [---] team is heads down and shipping nonstop. Were still sort of early and the Q4 earnings will be a real clearing gate. Acquisition rates are already picking up based on the latest data and if the team can prove that they can sell 20k or more houses with sufficient"  
[X Link](https://x.com/KCapital88/status/2012346205976846419)  2026-01-17T02:08Z [---] followers, [--] engagements


"$OPEN This increase in product velocity reminds me of what happened at Robinhood post IPO. 1/ Vlad and team went heads down 2/ product velocity and execution quality jumped meaningfully and 3/ that was the primary driver of the revenue surge and the stocks explosive move. Something similar is starting to show up at $OPEN door. The [---] team is heads down and shipping nonstop. Were still sort of early and the Q4 earnings will be a real clearing gate. Acquisition rates are already picking up based on the latest data and if the team can prove that they can sell 20k or more houses in [----] with"  
[X Link](https://x.com/KCapital88/status/2012346541542187155)  2026-01-17T02:09Z [---] followers, [---] engagements


"$UBER One underappreciated part of the $UBER story is the potential shrink in total shares outstanding. Uber is now generating real repeatable free cash flow and has clearly shifted into capital return mode with large buyback authorizations. The inaugural authorization of $7B will be fully exhausted this Q with the second authorization of $20B kicking in. This recent drop in share price is a blessing in disguise in this sense. I hope their management is soaking up as much of their cheap shares as possible. Buybacks dont fundamentally change anything about the business but they concentrate"  
[X Link](https://x.com/KCapital88/status/2012433332588732458)  2026-01-17T07:54Z [---] followers, [--] engagements


"$UBER Decent reporting by NYT here. The far east countries like Japan and South Korea are huge growth markets for $UBER. Great to see Dara and team leaning in investing and staying patient. Japan is largely a legacy taxi market but private car hailing is starting to come online quickly. UberEats is super popular there. And now Rides is getting there too. Japan is hugely important to @Uber and even more to @UberEats We are growing and investing not just in the big cities but all over the country. https://t.co/DspGfsOK7k Japan is hugely important to @Uber and even more to @UberEats We are"  
[X Link](https://x.com/KCapital88/status/2012444688108908828)  2026-01-17T08:39Z [---] followers, [----] engagements


"@YasirBahrani Global ridehail TAM is enormous. South east and far east Asia are all white space for Uber. Plus there are a ton of markets still where they are so under penetrated that growth is not going to stop anytime soon"  
[X Link](https://x.com/KCapital88/status/2012573207635918950)  2026-01-17T17:10Z [---] followers, [--] engagements


"What is it like in South Korea I know Ubers rides business is live there but is not the market leader. Do locals just prefer Kakao There was TMap taxi too that Uber partnered with. Keep me honest but I believe SK is a legacy taxi (only) market. Hopefully regs can evolve and make room for private ride hailing there https://twitter.com/i/web/status/2012574459006509250 https://twitter.com/i/web/status/2012574459006509250"  
[X Link](https://x.com/KCapital88/status/2012574459006509250)  2026-01-17T17:15Z [---] followers, [--] engagements


"Accounting has very specific rules re what constitutes a segment. I think we are still a ways from seeing standalone segment reporting from Uber on AVs. On the narrative pt I also wouldnt be opposed to more commentary from the company on AVs. Theyve promised more city launches to get to [--] cities with AVs in [----] so that should hopefully create more buzz and dispel the bear narrative. https://twitter.com/i/web/status/2012586276185133077 https://twitter.com/i/web/status/2012586276185133077"  
[X Link](https://x.com/KCapital88/status/2012586276185133077)  2026-01-17T18:02Z [---] followers, [--] engagements


"$UBER Why Waymo isnt taking over San Francisco anytime soon A lot of people look at San Francisco and ask a simple question: if Waymo works why hasnt it taken over the city by now The short answer is economics. Waymo runs a fixed fleet of AVs. Every car is owned insured maintained and parked by Waymo. That means the fleet has to be sized for peak demand. Friday nights rain rush hour. But most of the day demand is way lower. Those cars just sit there doing nothing i.e. capital either driving around idly or parked in lots. $UBER doesnt have this problem. When demand spikes more drivers"  
[X Link](https://x.com/KCapital88/status/2012693967637499946)  2026-01-18T01:10Z [---] followers, 15K engagements


"Growing vs scaling Growing is about getting bigger. More customers more activity more revenue. All of that sounds great. But growth often drags costs along with it. You sell more you hire more you add more inputs more support more overhead. Revenue goes up but so does the cost base. Sometimes at the same rate. Sometimes faster. Thats not sustainable. Scaling is different. Scaling is when the rate of change between revenue and costs starts to diverge. Revenue grows faster than costs. The core system doesnt need to expand one-for-one with demand. You can serve the next customer without"  
[X Link](https://x.com/KCapital88/status/2012813127163801847)  2026-01-18T09:03Z [---] followers, [--] engagements


"@wellwerewaiting I am open to contrasting views. But this is the current state of Waymo in San Francisco. They would have to significantly bring down the cost per mile in future to scale up their fleet (or incur uncontrollable losses at current cost per mile)"  
[X Link](https://x.com/KCapital88/status/2012963080494285046)  2026-01-18T18:59Z [---] followers, [---] engagements


"@lucca__pacioli And what happens when Uber offers AVs on its platform as well One-stop-shop for all mobility needsAVs and non-AVs both"  
[X Link](https://x.com/KCapital88/status/2013105024659001483)  2026-01-19T04:23Z [---] followers, [--] engagements


"Some thoughts on terminal value and why it matters more in tech investments Most of the value in fast-growing tech companies doesnt come from the next [---] years of fundamental execution. It comes from what investors believe the company will earn 10+ years from now i.e. in stable state into perpetuity. In a standard DCF analysis this aspect of value is contained in whats called the terminal value. Thats why a company can beat near-term targets (i.e. strong fundamental execution) and still sell off. If long-term durability margins or moat are questioned the terminal value gets reset. Heres the"  
[X Link](https://x.com/KCapitalAbhi/status/2018076583043690764)  2026-02-01T21:38Z [---] followers, [---] engagements


"Heres the slide from their Q4 release"  
[X Link](https://x.com/KCapitalAbhi/status/2019696312481165590)  2026-02-06T08:54Z [---] followers, [---] engagements


"$UBER One underappreciated part of the $UBER story is the potential shrink in total shares outstanding. Uber is now generating real repeatable free cash flow and has clearly shifted into capital return mode with large buyback authorizations. The inaugural authorization of $7B will be fully exhausted this Q with the second authorization of $20B kicking in. This recent drop in share price is a blessing in disguise in this sense. I hope their management is soaking up as much of their cheap shares as possible. Buybacks dont fundamentally change anything about the business but they concentrate"  
[X Link](https://x.com/KCapital88/status/2012435689384837454)  2026-01-17T08:03Z [---] followers, [----] engagements


"$OPEN Deutsche Bank updated their $OPEN price target today to $4.0 (up from $0.90) with the following note: Opendoor remains the leading iBuyer in the space however execution challenges have plagued the stock. New management is leaning into the strategy with Opendoor [---] aiming to increase transaction velocity and removing fixed costs out of the base to improve operational efficiencies. My view: This is a healthy sign. Sell-side is starting to revise estimates as signs of execution improvement surface. If Kaz can drive higher transaction velocity and show a viable path to operating leverage"  
[X Link](https://x.com/KCapital88/status/2013737027372753414)  2026-01-20T22:14Z [---] followers, [----] engagements


"$UBER $TSLA $GOOG (i.e. Waymo) Really good piece of writing here. This is one of the more useful framings Ive seen on the whole autonomous rideshare debate. Move from narratives to a clear bottoms-up unit economics model where the assumptions are explicit and stress-testable. It breaks the problem into real underlying levers and lets you compare how the economics change under 1P vs 3P structures rather than arguing past each other. Whether youre optimistic or skeptical this is a good common language for the discussion. If you disagree you can point out which assumption breaks and why. Numbers"  
[X Link](https://x.com/KCapital88/status/2014117221124165976)  2026-01-21T23:25Z [---] followers, 10.7K engagements


"@AirBreather1980 @NicSiggelkow Say more"  
[X Link](https://x.com/KCapital88/status/2016755885817942159)  2026-01-29T06:10Z [---] followers, [--] engagements


"@davisliuSF @realroseceline Thanks for revisiting this I picked up on this color on the call too. Quite sure this will play out exactly like $GOOG and in hindsight will look so obvious"  
[X Link](https://x.com/KCapitalAbhi/status/2019308710515077213)  2026-02-05T07:14Z [---] followers, [--] engagements


"@AirBreather1980 Dude just stop. At this point you are embarrassing yourself. All this hate is unnecessary"  
[X Link](https://x.com/KCapitalAbhi/status/2019309290549572072)  2026-02-05T07:17Z [---] followers, [--] engagements


"$UBER This is TV gold Dinner violation Nadal. Broadcast violation Uber Eats. #AusOpen @RafaelNadal @UberEats https://t.co/jZFsmIaXqp Dinner violation Nadal. Broadcast violation Uber Eats. #AusOpen @RafaelNadal @UberEats https://t.co/jZFsmIaXqp"  
[X Link](https://x.com/KCapitalAbhi/status/2019831423717585196)  2026-02-06T17:51Z [---] followers, [----] engagements


"Some of the brightest minds had to eat humble pie on their bearish $GOOG calls. Respect for Josh for seeing through the noise and believing in Googles ability to pull it together and compete and execute. $UBER is another example of this same dynamic playing out right before eyes https://twitter.com/i/web/status/2020221403321278929 https://twitter.com/i/web/status/2020221403321278929"  
[X Link](https://x.com/KCapitalAbhi/status/2020221403321278929)  2026-02-07T19:41Z [---] followers, [----] engagements


"$UBER Some thoughts on mobility trip insurance and the reserves behind it. Theres been a lot of debate on X about this lately. So I wrote up some thoughts here. My basic view is that trip insurance is one of $UBER s underappreciated advantages and over time will prove to be a tailwind and a real and sustainable competitive edge. AVs will be net incremental to human driven trips not a replacement. Even when AVs reach scale and are meaningfully safer the steady end state for ridehail is still a hybrid network. Humans and machines operating side by side. In that world the winning strategy is not"  
[X Link](https://x.com/KCapitalAbhi/status/2006599684979150890)  2026-01-01T05:33Z [---] followers, 12.6K engagements


"Some thoughts on business strategy I learned a bunch of things in business school. One thing that especially stood out to me was a lesson on strategy that I still keep front and center as I evaluate businesses. It came from Prof. @NicSiggelkow Strategy is more than positioning. Strategy is a holistic set of actions and decisions that reinforce one another. Over time they compound into real and often insurmountable barriers. It is not a slogan. It is not a feature. It is not something you copy in a year. United Airlines $UAL once thought it could compete with Southwest Airlines $LUV by"  
[X Link](https://x.com/KCapitalAbhi/status/2016420774694027729)  2026-01-28T07:59Z [---] followers, [----] engagements


"The point is -- This wasnt an either-or outcome. Both the incumbent and the disruptor did well. The market proved to be large enough to support multiple winners which is how ride hail will play out"  
[X Link](https://x.com/KCapitalAbhi/status/2019530879870333399)  2026-02-05T21:57Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing