The 10x opportunity lies in the disruption of supply.
A look at holdings #6-#10 in the Asymmetric Portfolio.
Autonomous vehicles are here and Lyft will be a huge beneficiary.
Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.
Aggregation, autonomy, and (eventually) robots make this deal a no-brainer.
The opportunity has arrived, even if the market doesn't see it.
There won't be a "winner-take-all" autonomous vehicle.
A lot happened with Asymmetric Portfolio stocks this week.
Autonomy announcements are coming left and right, and this could be a turning point for the industry.
These 3 stocks are up 76%, 47%, and 29% in a month.
Lyft is setting the foundation for an autonomous future in Europe.
The right business model is a critical differentiator in autonomy.
