Advertising OpportunitiesUber's low advertising penetration is seen as an opportunity, with potential for significant revenue growth in the retail media sub-segment of digital ads.
Product DiversificationUber is increasingly viewed as a super app with multiple reasons to utilize the product, which includes getting yourself from point A to point B, ordering dinner, and having groceries delivered.
Strategic PartnershipsUber's established network as a premier demand-aggregator should be favored by many AV entrants, which could prefer partnering with Uber over scaling independently.