Delivery Business Insights
The discussion highlights the contrasting growth opportunities between Uber and Didi, emphasizing Uber's advantage with its Eats division despite financial losses. While Didi shows some positive net income and international growth, its core business appears stagnant due to competition in the delivery space. The conversation also touches on the surprising valuation of Sentinel One, prompting reflections on market awareness and company recognition.In this clip
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California has no water and lots of liquidity
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