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Comment by nmfisher | original | 500B Tokens Later: Letting AI Agents Decompile a First-Person Shooter
[−]nmfisher · 2026-10-11 Sun 04:46 UTC · link
Last I checked, Uber underperformed the S&P index since its IPO. Even Softbank didn't make a great return on its investment. The growth story was definitely oversold.

Also, Uber was peak ZIRP + COVID, money was cheap and growth was easy. I think the mountain to climb is a lot steeper now.