Competitive PressuresExisting Costco shoppers on Instacart will likely stay with Instacart, indicating additional competition could be a modest headwind to growth.
Geopolitical RisksInvesting in Taiwan carries well publicized geopolitical risks, which could impact Uber's operations and performance in the region.
Regulatory ChallengesIf Prop 22 is ruled unconstitutional, driver costs in California could increase by 20%, leading to fewer drivers, reduced trips, and longer wait times.