While I would agree with you, driverless tech is in fact the reason behind the valuation and balance sheet deficit. No large investors at this point think they are going to get a dividend paying profitable commodity business.

*edit for grammar

>Driverless ride sharing isn’t coming, in a meaningful way*, in the next ten years, I’m willing to bet my house on that.

You'll have to expand on 'meaningful'. I can see driverless tech being used in specific use-cases between specific locations along controlled or established routes (example, moving cargo between a seaport and the train depot).

I don't see driverless being available as a general purpose consumer vehicle that you can summon to pick up your buddy and drive back to your work.

Do you plan to short UBER on amount of your house cost?

That would be a bet on both rational markets and lack of driverless technology. That's a very different bet.

We absolutely can make some bets if you are serious.

Can you restate this with fewer weasel words?

Define "delivers monetarily" and I might be willing to take the other side of the bet.

What about Waymo in the Phoenix area? Yes, that's a limited and perfect area, but still, it works very well there.

Happy to take that bet. How should we do it?