What is the reason or benefit of them being so secretive about this?
Notice the weird language:
> That’s making progress in terms of unit economics very, very positive.
He says the "progress" is "very, very positive," but if you're not paying close enough attention you might come away thinking that the unit economics are what's very very positive.
All that said, what he's saying makes sense. They're able to charge more for their rides since they offer the convenience of not having to deal with a driver, and they're not paying the driver, who is the most expensive part, so yea, I'm bullish on them.
Especially these days. Every scrap of news that could pump the stock price is publicized aggressively.
And this makes the absence of such actions suspicious.