GOOGL directional thesis
Gavin's conviction that robotaxis are inevitable and that municipal bans won't hold is a directional bet on the scaled self-driving leader. Waymo sits inside Alphabet, so the cleanest public expression of that view is a GOOGL long.
“I think going to a city where you can't get in a Waymo or a cyber cab is going to feel barbaric and unsafe... whatever individual municipalities decide... I just don't think it's going to persist.”32:48claim_id
mcl_03b23c4cb8adaafa08open evidence ↗Human-reviewed public claim.
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