

大橋敦史
20.5K posts




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The model of $UBER's advertising business is simple. Display targeted ads across the Uber and Uber Eats apps, in-car tablets, and car rooftops. Management confirmed that advertising penetration has exceed 2% of Delivery gross bookings (2% of $103 billion in 2025). Ads are a high-margin segment that generates revenue for funding $UBER's AV segment. $UBER is on track to becoming a major player in AV technology.








Uberは雨の日もビニールに入れないの?



.@Uber's putting our purpose-built Graviton4 chip to work on millions of daily rides and deliveries—matching riders with drivers in fractions of a second at lower cost—and leveraging Trainium3 to train the AI models that make every ride smarter over time. Built our own chips to deliver better price-performance for customers, and excited to see Uber use them to scale and innovate quickly. aboutamazon.com/news/aws/aws-u…