Uber's valuation seems to hinge on them not only getting AV, but the combination of getting AVs, beating competitors to it, and having the capital on hand to bu

Uber's valuation seems to hinge on them not only getting AV, but the combination of getting AVs, beating competitors to it, and having the capital on hand to build out a large fleet of AVs all without losing too many riders to other services like lyft. However fast they were progressing towards real AVs they'll be progressing slower now. And even then it looks like they are behind their competitors. If I could short Uber I would.