It's Important to Separate Uber's Narrative From Its Business: BNP Paribas

The transcript discusses the influence of narrative on company valuation, using Uber as an example. It highlights the difference between a good company and a good investment, emphasizing the risks of overvaluing based on brand narrative. The discussion then shifts to Amazon, contrasting its strategic investments in Amazon Web Services with Uber's current situation, suggesting that Amazon's model allowed for profitability when desired, unlike Uber.

In what way does the speaker compare Uber to Amazon?

What investment strategy did Amazon employ that the speaker highlights?