Jason DeBolt ⚡️(@jasondebolt):Only someone who doesn’t understand Elon’s first principles thinking would suggest he buys Uber for $300 billion, or he even buys it at all. Jason may be right on many things but this isn’t one of them. Even if this acquisition made sense from some regulatory perspective or to accelerate robotaxi rollout, he still wouldn’t buy it. It’s way too additive, messy, and wasteful of hard earned capital. That said, I enjoy his podcast.

2026.09.08 05:19

Only someone who doesn’t understand Elon’s first principles thinking would suggest he buys Uber for $300 billion, or he even buys it at all. Jason may be right on many things but this isn’t one of them. Even if this acquisition made sense from some regulatory perspective or to accelerate robotaxi rollout, he still wouldn’t buy it. It’s way too additive, messy, and wasteful of hard earned capital. That said, I enjoy his podcast.

@jason@Jason

2026.09.07 15:13

There will be significant M&A activity in the autonomy space. Don't be surprised if Tesla, Amazon, or Google buys Uber for $300 billion in order to win the deployment of AVs. Also don't be surprised if Waymo buys a car company. Finally don't be surprised if DoorDash, Uber, and/or Lyft merge and then buy a car company (@LucidMotors @Rivian @VW) and an AV company (@Arvada @euro) in order to compete against tesla and waymo

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