On Autonomy Markets,
@Jason shared his robotaxi endgame.
Over the next 24 months, several robotaxi companies will achieve unsupervised operations, benefiting
@Uber.
When and if Alphabet spins out
@Waymo, they will have to buy a car company.
@Tesla already owns the stack and the factory. They are not playing catch up.
@gbrulte and
@WaltLightShed debate it with Jason.