“3 Stocks Set to Win the Robotaxi Revolution!!”
GOOGL's Waymo is the most credible/de-risked US robotaxi play; it is an interesting but speculative growth driver given current losses and opaque reporting.
Well, you know, you can't have a conversation about autonomy without talking about Alphabet and Waymo, right? I mean, there's just no way. And so, I had to bring, uh, Alphabet to the table.
You know, Waymo has really emerged so far as the kind of clear operational leader in commercial fully driverless ride hailing, um, particularly, of course, in the US. You know, this is a real revenue generating business that's operating in a meaningful scale.