It’s not technologies that cause crashes, it’s expectations.
Delivery workers and taxi drivers are the first to experience new technologies deeply and benefit or suffer from them first.
When the iPhone + Appstore grew big, we were the first to start using apps as a platform to do our jobs.
And we liked it! Thanks to algorithms and apps we were able to get paid more, because we were more productive than traditional delivery workers: and the job was flexible too! Companies like Deliveroo showed what great opportunities for great work were possible with apps and algorithms.
However, from the start there was one platform specific company in particular that stood out as bigger and more dgaf platform in logistics worldwide: Uber.
The Uber Ai Boom of the 20’s
Uber in the AI boom is the perfect candidate that for showing that Ai is not plug & play as the stock market expects it to be. Ai augments workers immensely, but it can’t replace workers. Expecting it to replace worker decision-making leads to business disaster.
Uber’s history of reckless business practice and disregard for its customers, workers and partners make it the perfect candidate to lead the stock market crash. It also has the stomach required to eat losses and discontent and lawsuits more than other platforms.
Ai is not Plug & Play
Stock markets don’t crash because of technologies; they crash because of false expectations.
Ai is not Plug & Play.
Succesful Ai implementations require competent Ai teams that understand the business domain.
You can’t just fire everyone and feed the ai the business data and simply ask it to improve productivity. Unfortunately that’s what seams to have happened at Uber and UberEATS, resulting in lawsuits and gross violations of labor laws by Uber.
UberEATS’ summer ai experiment in the Netherlands shows what a disaster Ai can be. The company is hellbent on proving the viability of its ai experiment.
Its ai is denying workers bonuses, paying workers separately based on worker characteristics and its getting worse over time.
AI Expectations
The promise of ai is that it can independently improve work processes on its own: but it can’t.
The big problem is that it can and will learn the wrong lessons if it isn’t corrected continuously and immediately by decision-makers.
It doesn’t matter how advanced the reasoning models are. Agency and power-to-decide can’t be coded. When the ai has been run for a duration of time in which it learnt the wrong lessons, it wont be able to recover.
Right now in 2025-2026 the Uber AI pilot project is burying itself into u healthy business practices every passing day: even denying riders pay, if they dont do what the ai expect them to do. Workers are bullied and fired off the platform without clear reasons. Complaints are recklessly left to the national justice system, because Uber’s own systems are unclear and purposefully designed to demotivate workers in getting help.
Ai Over Everything
Customers, restaurants and riders are scammed out of service and money by Uber, but the ai boom must go on. Uber is all in on AI and it wont let its workers or customers get in its way.
When to Short Stocks
Uber likely will be the company that will lead the stock market crash.
The ai pilot project has resulted in a disastrous delivery experience for riders, customers and restaurants in amsterdam, rotterdam and other cities in Netherlands in 2025 so far.
The ai is learning the wrong things and its getting worse. I expect that the summer of 2026 will be when Uber Eats will break. The markets will know and this will set off the market crash🪄