Trade Whisperer(@TradexWhisperer):Counterpoint's robotaxi forecast has $TSLA @Robotaxi and $GOOGL @Waymo as the leading non-China fleets. Not $UBER. Makes sense. This is a hardware plus software problem, not an app problem. I guess Uber is useful to Waymo for demand density early on, but Waymo can pull that channel the moment it doesn't need it.

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Trade Whisperer@TradexWhisperer

2026.09.07 01:08

Counterpoint's robotaxi forecast has $TSLA @Robotaxi and $GOOGL @Waymo as the leading non-China fleets. Not $UBER. Makes sense. This is a hardware plus software problem, not an app problem. I guess Uber is useful to Waymo for demand density early on, but Waymo can pull that channel the moment it doesn't need it.