Uber CEO Dara Khosrowshahi Finds Elon Musk's Robotaxi Vision 'Pretty Compelling,' Says Tesla Will Eventually Solve Autonomy: 'But For The Next 5 Years I Bet On Waymo'
Portfolio Pulse from Anan Ashraf
Uber CEO Dara Khosrowshahi finds Tesla's robotaxi vision compelling but bets on Waymo for the next 5 years. Tesla's autonomous vehicle plans could make it a competitor or partner to Uber.
October 21, 2024 | 11:00 am
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NEUTRAL IMPACT
Uber CEO Dara Khosrowshahi acknowledges Tesla's potential as a competitor in the autonomous vehicle space but remains open to a partnership. He bets on Waymo for the next 5 years.
Uber's CEO acknowledges Tesla's potential as a competitor in the autonomous vehicle market but also sees a possibility for partnership. This dual perspective suggests a neutral short-term impact on Uber's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Tesla's robotaxi plans are seen as compelling by Uber's CEO, who believes Tesla will eventually achieve autonomy. Tesla's autonomous fleet could compete with Uber.
Tesla's advancements in autonomous vehicles and the unveiling of new robotaxi models could positively impact its stock as it positions itself as a competitor in the ride-hailing market.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 70