Uber is a huge mess because the narrative is not credible. Dara is trying to tell a story about fast grow + profitability.

The reality is that they have three types of businesses. 1. Businesses that are slowing down dramatically, e.g. Ride Share. As they raise price it may have negative growth. 2. Businesses that are growing by unsustainable subsidy, e.g. Eats, Freight. 3. New business that are purely speculative. Uber Money, Autonomous, Flying Taxis.

They have no businesses that fit the fast growth + profitability. Dara is trying to balance the three categories above to pretend that it is happening.