> Their core business - ridesharing - has improved their gross margin and unit economics quarter-over-quarter to the point that operating and discounting losses

> Their core business - ridesharing - has improved their gross margin and unit economics quarter-over-quarter to the point that operating and discounting losses here are almost non-material (less than $22m total worldwide this quarter, representing less than 1/2 a percent of total ride sharing revenue). That's pretty good. Seems like there's a huge incentive to just start a bunch of big projects when you raise such giant rounds of money.