Artemis(@artemis):INTERESTING: @Uber has more paid memberships than Walmart Thesis on $UBER ▓▓▓▓▓▓░░░░░░░░ %

2026.08.11 14:02

INTERESTING: @Uber has more paid memberships than Walmart Thesis on $UBER ▓▓▓▓▓▓░░░░░░░░ %

2026.08.11 04:16

Uber’s Global Head of Delivery on Uber's unique positioning: "Over a million rides trips a month to a Walmart store. And so we are the only platform where we can support you getting people into your store, into your checkout, as well as into your digital cart." Delivery-only platforms only capture intent when a user is actively is looking to order delivery. Uber captures a lot more behavioral data because they know when their user travels, commutes, etc. This is how Uber changes the B2B conversation from just a logistics vendor to an omnichannel growth partner. $UBER