Manu Invests
4.4K posts
Manu Invests
@ManuInvests
Mark Mulhern - Manu Invests - Fundamentally Sound Substack. Quality investment insights. Breaking down financial statements & simplifying complex concepts.
Sumali Mayıs 2025
508 Sinusundan5.2K Mga Tagasunod
DoorDash is preparing for the whole “rent a human” & agent movement
Kinda genuis ngl
Andy Fang@andyfang
Introducing Dasher Tasks Dashers can now get paid to do general tasks. We think this will be huge for building the frontier of physical intelligence. Look forward to seeing where this goes!
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Manu Invests nag-retweet
@TheWiseIC Yea he spoke about it in recent interview as well.
businessinsider.com/uber-ceo-dara-…
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$UBER has been doing this for a full year already.
Every gig-economy app is trying their hardest to copy uber. Most will fail.
Uber has the global data advantage.
Natalie Lung@natlungfy
Exclusive: DoorDash launched a new app “Tasks” that pays couriers in some US markets if they submit audio and video clips to help improve AI and robotics models. Many of these tasks are completing household chores while capturing footage with a body-worn camera — data that would be helpful for humanoid robots. Instructions: scrub and rinse at least 5 dishes with your hands, hold each clean plate steady in frame for a few seconds before moving to the next one bloomberg.com/news/articles/…
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@QualityInvest5 this is so funny... i actually was nervous headset owners would flip out.. apparently they did
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Every rational investor right now…
$META
GIF
LuxAlgo@LuxAlgo
🚨 $META reverses decision to shut down the Metaverse.
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Not sure what you’re saying.
Uber is signing partnerships for independent AV providers to be listed on their marketplace app. That’s all a positive for uber, many of them are exclusivity agreements.
Human ride-share isn’t going anywhere anytime fast. Uber will maximize their drivers and benefit from growing AV fleets.
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@ManuInvests The other AV fleet operators ?
really HONESTLY with a number of active cars that justifies the collective noun- Fleet. They appear to be working with Press Releases - every single one of them.
Uber are in a Bind . 6.9m drivers but an economic essential to take the driver out.
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$UBER will invest up to $1.25 billion in Rivian, with an initial 300M, based on AV milestones.
Supporting dev of a scaled, fully-autonomous fleet of Rivian R2 robotaxis.
Available exclusively on Uber.
Goal 25 cities across US, Euro, Canada.
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Manu Invests nag-retweet
$UBER Intentionally lowering the barrier to entry for AV companies… and it’s working.
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Manu Invests nag-retweet
US auto safety regulators escalate an investigation of Tesla's partially automated driving system marketed as "Full-Self Driving" bloomberg.com/news/articles/…
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Rubber hits the road like @ManuInvests said!
Nuro@nuro
Meet the fleet! Now almost 100 vehicles strong, our Robotaxi Engineering Fleet is gathering diverse real-world data and testing autonomous driving in multiple U.S. cities and states ahead of the launch of our autonomous ride-hail service. This is what responsible and scalable autonomy deployment looks like. Driven by Nuro, built by @LucidMotors, available exclusively on @Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles
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@EvEvangelist Yes - Uber has several 3rd party fleet operators it works with. This provides uber the ability to buy or work with a fleet partner to financialize the cars, remaining more asset light.
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Rivian is building something special: vehicle, compute, software, and manufacturing in the US all working together. Excited to partner with @Rivian and @RJScaringe to bring autonomous R2 robotaxis to @Uber.
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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Manu Invests nag-retweet
The fleet is scaling
Nuro@nuro
Meet the fleet! Now almost 100 vehicles strong, our Robotaxi Engineering Fleet is gathering diverse real-world data and testing autonomous driving in multiple U.S. cities and states ahead of the launch of our autonomous ride-hail service. This is what responsible and scalable autonomy deployment looks like. Driven by Nuro, built by @LucidMotors, available exclusively on @Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles
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@aleabitoreddit Average transaction or 0.31 USD.
I’m confused…
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I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA.
By $CRCL and $COIN.
From Global Markets Head at Circle:
"Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 million US dollars.
Among these, 98.6% were settled in USDC, with an average transaction amount of only 0.31 US dollars."
Card networks and % fee payment processors like $PYPL are likely going to be cooked?
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Manu Invests nag-retweet
if you would like to have your life changed working for me and you are very good with AI and finance stuff hmu
alli@sonofalli
reporting to a middle-aged girl dad will change your life
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@SixSigmaCapital @qcapital2020 FWIW - people may be interpreting horizon worlds being closed as being ‘reality labs’ being closed… based off of their posts… (not this OP) but that’s not the reality (get it…)
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@SixSigmaCapital @qcapital2020 No - people are just emphasizing that meta is succeeding in spite of.
Just a subsection.
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