“Uber and Lyft will underperform the Nasdaq [in 2025].”

Managing Partner, Deepwater Asset Management

Said Dec 2024Deadline Dec 31, 2025Deepwater's 2025 Predictions (December 2024), scored in Deepwater's 2026 Predictions, GeneMunster.com, December 11, 2025

Deepwater scored this a miss: Uber gained 42% and Lyft 62% in 2025 versus the Nasdaq's 22%, as robotaxi competition proved less disruptive than expected.