The Compound and FriendsNvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit PanicInstant Riders, Instant Monetization
1:09:31–1:10:08 · 37s
Josh’s punchline: OEMs and AV startups will list on Uber because building fleets is costly and Uber delivers riders immediately—‘Am I talking to a wall?’