Waymo’s Growth Is Absurd

Waymo surpassed 10M fully autonomous paid rides, reflecting 100% growth in 5 months! The autonomous ride-hailing company is in the midst of its hockey stick moment. We love to see it 🏒

Exponential growth like this doesn’t happen every day – but when it does, investors must take notice. 

If you haven’t experienced a full self-driving // autonomous vehicle, I suggest traveling to Phoenix, the San Francisco Bay Area, Los Angeles, or Austin to get a glimpse of the future. And starting this week, select early adopters in Atlanta will have access to Waymo via the Uber app. 

This is a new era of ground transportation. 

But What About Tesla…?

Elon Musk says Tesla’s Robotaxi service will finally launch next month, starting with 10 vehicles. He claims the fleet could scale to over 1,000 in just a few months.

If Tesla’s robotaxi rollout mirrors Waymo’s exponential growth, it could be the catalyst that propels $TSLA to an all-time high.

If $TSLA is above $320, investors will want to be long for the ride.

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Godspeed – Rosebee

_{Disclosure: The author of this newsletter holds $ACHR/W.}