Financial PerformanceUber's transition into a more capital-intensive phase by owning vehicles is potentially dilutive to its return on capital.
Market RisksThere are doubts about Uber's ability to find many autonomous technology providers, given the complexity and limited number of potential AV tech winners.
Pricing PressureRisks are: economics not disclosed, could be lower take rate, and long-term mobility industry pricing pressure from introduction of low-cost suppliers.