Will Waymo and Uber die due to Tesla Robotaxi Service by 2028
15
แน€578
2028
16%
Waymo Dies
12%
Uber Dies
16%
Tesla Robotaxi Dies

https://x.com/powerbottomdad1/status/1936912446285050355

Will Powerbottom Dad's prediction that Waymo, and Uber, will die due to the popularity of Tesla Robotaxi or the combination of suboptimal technology and the high CapEx required for their own service come true in the next few years?

Will resolve based on evidence that Tesla's service was a chief factor, or at least that the prediction is directionally true and the CapEx of Waymo has been proven to be unsustainable. I suspect this will generate some healthy debate in the comments, and that eventually we may desire to have polls.

Bonus market for the inversion that actually Robotaxis die

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How would each of the following resolve for the "Uber dies" market?

1. Uber goes bankrupt, taxi division is trending downwards, but some pockets of taxi operations (e.g. emerging markets) are still healthy and profitable. Perhaps they continue to profitably run these divisions under administration, or perhaps they sell them off as healthy standalone businesses
2. Uber does not go bankrupt but ceases taxi operations everywhere while keeping non-car operations going. Ceasing taxi operations can be attributed to Tesla Robotaxi dominance

@angusb

  1. I would have to think about, but the answer is probably no

  2. Leaning towards no