publisheddirectional thesisLONGyoutubenot an explicit trade
GOOGL directional thesis
Waymo scaling from 3,000 vehicles displaces drivers; the non-ownership ride market grows through the shift
$389.85entry snapshot
pendingcurrent snapshot
— pendingsince mention
“If you look at self-driving, that's obviously happening with Waymo with 3,000 vehicles and there'll be many more on the roads.”1:10:11claim_id
mcl_54685c05d6766d46e0open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 1:10:11
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