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![jwat_5 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::990119382.png) Jared [@jwat_5](/creator/twitter/jwat_5) on x XXX followers
Created: 2025-07-01 13:09:08 UTC

Here’s how I’m thinking about it:

$UBER has started to be valued based on their financial performance, but not on being a mobility platform of the future, including for AVs.

$LYFT isn’t valued for either.

So I think $LYFT is a catchup play while also having enough of their own unique quirks (LYFT Silver, DoorDash partnership, FREENOW) to gain market share.

Ride share is still only X% of US and global miles driven, so both have a ton of room to expand over the next few decades imo.

As far as the OEM, even if Marubeni would work with VW (unlikely) why wouldn’t they have announced it already?

I’m very confident it’s the Japanese flag from the ubiquitous Investor Day graphic.

That’s the alpha here — even well informed people don’t realize this is a whole other opportunity for $MBLY.

And maybe I phrased the “hundreds of thousands” comment poorly. Hundreds of thousands is definitely a future, 10+ years out type of state. Agreed that wouldn’t be in 2026.

![](https://pbs.twimg.com/media/GuxjfymXYAARuo2.jpg)

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**Related Topics**
[lyft](/topic/lyft)
[$uber](/topic/$uber)
[stocks technology](/topic/stocks-technology)
[$lyft](/topic/$lyft)
[doordash](/topic/doordash)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/jwat_5/status/1940034941556838692)