The Road to Autonomy®(@RoadToAutonomy):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.

The Road to Autonomy®

@RoadToAutonomy

Institutional Intelligence for the Autonomy Economy powered by @AUTNMYAI | Indices: Robotaxi (.RCI) · Autonomous Trucks (.ATCI) · Delivery Bots (.DCI)

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The Road to Autonomy®@RoadToAutonomy

2026.09.12 15:26

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.

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