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← @lorenzobolsa

$UBER

BULLISH2026-09-23
Price around the call
↑ 2026-09-23
By horizon✗ miss-2.7%
1d
…
5d
✗ -1.5%
21d
✗ -2.7%
Original post
Lorenzo Couget · 2026-09-23

🚨 $UBER no quiere dominar solamente el transporte. También quiere dominar la última milla. Su partnership con Zipline apunta a algo MUY grande: 🔹 1M de deliveries por DÍA para fines de 2029 🔹 Primeros deliveries vía Uber Eats empiezan este año 🔹 Expansión prevista a decenas de ciudades de EE.UU. 🔹 Uber además hizo una inversión estratégica en Zipline Y Zipline no es una startup cualquiera: Ya superó 2,7M de deliveries, vuela en 4 continentes, hace una entrega cada ~20 segundos y acumula más de 135M de millas autónomas. La tesis cada vez se parece menos a “app de autos”. Rides + Eats + AVs + robots + drones. Uber quiere convertirse en la capa que conecta demanda con cualquier forma de movimiento. 👀

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