~90% fewer serious-injury crashes than human drivers across 127M autonomous miles Waymo's safety record is one of the great engineering achievements of our time

I don't like to talk about my past at Uber ATG bc it cost me my ability to work in the AV industry But man, was I naive as to what was going on re: Waymo and Otto

Waymo's last round: $126B, targeting 1M rides a week. That's $126,000 of valuation per weekly ride — at its own target. $UBER trades around $150B doing 280M trips a week: about $536 per weekly trip. I'm not saying Waymo's mispriced. I'm saying that's a 235x disagreement about what a ride is worth becuase investors have no f'n clue how this shakes out.

$UBER signed Momenta in September to drive its Munich robotaxis. In June it added Autobrains and Nvidia, Same city. Two drivers, possibly competing for the same steering wheel. When suppliers start fighting each other for slots on YOUR platform, you're an aggregator.

Everyone read the $LCID July 2 press release as a shakeup Wrong The elevator guy is rebuilding Lucid as contract hardware for Uber's robotaxi network, and Lucid basically admitted it in its own 8-K Full breakdown is live on the S*bst*ck. Link in bio. The line starts by Q4, or it doesn't.

25K of 35K $LCID robotaxis ordered by $UBER sit on a midsize platform that is currently a rendering (i.e. doesn't exist) The whole bull case runs through a factory line that has never run But SF late this year, Houston in 2027 Show me the miles

Its recent restructuring saves $LCID $158M a year The Q1 net loss was $1 billion One quarter That's skipping your $SBUX latte to pay off a yacht The layoffs are noise The 35K robotaxi $UBER order is the signal

$UBER put $500M into $LCID and ordered 35K robotaxis The Saudi PIF owns 57% $LCID is functionally a joint venture between a sovereign wealth fund and a ride-hail app that both need it to exist At least Foxconn has other customers

New $LCID CEO's first month: - Cut 18% of staff - Killed the second production shift - Produced 13% fewer cars than last quarter... at a "growth" company Either he's giving up, or he knows the growth isn't coming from the showroom. (It's the latter.)

New C suite at $LCID an autonomy division carved into a "distinct business unit focused on strategic partnerships." Their words, in the 8-K. Carmakers don't write that sentence. Suppliers do.

The new $LCID CEO ran an elevator company for 31 years and everyone's laughing. Quick question. What shows up when summoned, carries strangers with no driver, does thousands of trips a day, and prints service revenue for decades? He's the only auto CEO who's already run the robotaxi business model.

$LCID delivered 7K cars in the first half of 2026. The $UBER robotaxi order is 35K minimum. One customer ordered 2.5 years of the company's entire output. Nobody on this app is treating $LCID like a supplier stock yet. They will.

$LCID Q1 gross margin was negative 110%. Not net margin. GROSS. They lose money building the car before a single salary, ad, or lawyer gets paid. And the new CEO's first move was making FEWER of them. He might be the first sane person to ever run this company.

New S*bst*ck post dropped $LCID $UBER

What percentage of paid drivers (delivery, uber, amazon, DoorDash etc) in the USA will be replaced by AI in the next five years: [ please also state your exact number and reasoning in comments ]

The “Waymo win, Uber dies” math everyone skips: Mobility is ~half of Ubers economics. The US is ~half of Mobility. Dense first-wave AV cities are ~half of that. Congratulations, your extinction event covers 13% of $UBER

Waymo is running ~500K paid driverless rides a week. Double last year. Management is out here saying a million by December with a straight face. Boomer AV critics still call it a science project. The cope has its own pulse.

🧬✈️BNA TEST Waymo is testing at the Nashville International Airport We hear the plan from BNA and what this means for driverless cars on the interstate this AM on @FOXNashville

Let me explain most interesting headline in autonomy so far this summer. You've probably never heard of Mobileye, ticker $MBLY. But if your car beeps when you drift out of your lane, or brakes before you do, there's a good chance a Mobileye chip is doing it. For over two decades they've been the quiet supplier — they make the "eyes and brain," carmakers drop them in the car. They never touch the customer. That changed last month. Mobileye announced it's going to build and run its OWN robotaxi service. Not sell the tech to someone else — operate the fleet themselves. 100 driverless cars in a US city next year, 17,000 in five. Here's what makes it fascinating. Picture the company that makes pizza ovens suddenly opening its own pizza chain. Great — now they keep the whole pie instead of just selling the oven. Except every restaurant they used to sell ovens to just became a competitor. That's Mobileye now: it sells self-driving systems to Ford and VW… and is about to compete with them for the same riders. The bull case: they might be the only player who owns the entire thing — the chip, the car, and a quiet secret weapon, an app called @moovit . Moovit is the most-used public-transit app on Earth — the thing well over a billion people open to find the next bus, train, or subway. Almost everyone else building robotaxis has no direct line to riders and has to lean on Uber and other aggregators for demand. Mobileye has one built in. The catch: a bus-and-train crowd is not obviously a robotaxi crowd. These are people hunting the cheapest way across town — so turning even a slice of them into riders who'll pay up for a private driverless car is the billion-dollar "if." The bear case: they were a cash-rich company that sold parts. Now they have to buy thousands of cars, run them, insure them, and pick a fight with their own customers. That's a completely different — and far more expensive — business. Same stock. Two totally different companies, depending on which story wins. The number that settles it — how much each car actually earns — management telling us until their Capital Markets Day later this year. 📆 Mark your calendar.