The Acquirers Podcast · Thursday, October 1, 2026
Jonathan Boyar views Uber as an 'unbelievably interesting name' trading at a below-market multiple despite 20-30% annual growth. He believes that even with competition from autonomous vehicle players like Waymo and Tesla's Cybertruck ambitions, Uber will thrive. Boyar's thesis is that a hybrid mix of AVs will persist, and users won't want multiple apps, making Uber the go-to platform with its delivery business adding further value.
“I think there are areas that's an unbelievably interesting name. You're paying a below market multiple for a company that's growing 20%, 30% a year.”
“As long as there's not just one autonomous vehicle company, they're going to do quite well. People are not going to want six different apps.”
“Plus, they have the delivery part of the business. Dara, you know, for the first time in a while, just bought back some stock. It's as I said, selling at a below market multiple.”