Leaked documents from Uber show that the company pulled in roughly $200 million in revenue last year -- yet it was valued at just $18.2 billion. That's approaching an eye-watering sales multiple of 100. Yet venture capitalist Bill Gurley, who sits on Uber's board, also says the company is the fastest growing one he's ever seen, comparable to the early days of eBay (NASDAQ:EBAY).

In this episode of The Next, Motley Fool tech analyst Eric Bleeker and Rule Breakers analyst Simon Erickson talk about whether Uber might really be an $18 billion company. That discussion leads them into what industries Uber might be eyeing next. Taking on logistics companies such as FedEx (NYSE:FDX) and United Parcel Service (NYSE:UPS) are commonly mentioned. Those are both very entrenched and competitive companies, but opportunity could present itself in certain niches like fast, local delivery. 

Finally, the two discuss what effects self-driving cars might have on the industry, and they mention talk of a potential bubble brewing in Silicon Valley. To see their full thoughts, watch the following video.