RBC Analyst Mark Mahaney's Top Tech Predictions for 2020

The video discusses top stock picks for 2020, focusing on Uber, Google, and Facebook. Uber is highlighted as a dislocated stock with potential upside due to its diversification and market share. The challenges of regulatory pressures and market dynamics are explored, particularly for Uber and Lyft. Google and Facebook are analyzed in terms of regulatory fears and their impact on advertising revenue, with a positive outlook on Google's cloud business.

What strategies does the speaker suggest Uber might use to achieve profitability?

What does the speaker imply about the future of Google's cloud business?