Usually, though not always, a company will tell you if they're making money on something, and if they're not they beat around the bush like this. Notice how, for example, Gywnne Shotwell never beats around the bush like this when talking about Starlink.

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.