Topic Archives: Waymo

The newest ad for Whitney Tilson’s Empire Stock Investor ($49, renews at $199) is all about this “Taas” business, and I’ve gotten a few questions since it started circulating a week or two ago… so let’s dig in! The basic idea is that “TaaS,” which is “Transportation as a Service,” is going to take off […]

Comments

  • True, there‚Äôs often talk of a forced breakup through antitrust or legal changes. In the case of either Amazon or Alph...

  • You're right Aptiv, Nvidia and Waymo are three on the list- there are two more. ;)...

  • Pretty funny, hilarious really, to see the hubris expressed in all the hyperbole surrounding Velodyne and Luminar. So L...

  • It's probably coming sooner than you think. There are AV's already on the road. China is already starting some AV taxi...

  • I have been following TAAS since I first saw Tony Seba predict "that by 2030 over 95% of all passenger miles driven - wi...

  • Everything Whitney said is truly amazing, especially with WAYMO in Phoenix, AZ may be true, but our Military will neve...

  • I was going to sign up for this newsletter yesterday, (only $49), but the re-up was a whole lot more , (close to $200)BU...

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