Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption and see the market as a two-horse race between Waymo and Tesla

Waymo's momentum is undeniable, but Uber's scale is being undervalued in AI-driven selloff — Uber can't seem to emerge from the shadow of what's to come.

Wall Street Journal 2026-02-20 Dan Gallagher

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@prietschka Paul Rietschka on bluesky
Waymo has largely make believe technology, hopelessly dependent upon Filipino tele-operators. Tesla has an entirely make believe technology with only 29 vehicles operating in Austin, with drivers in the car and a ridiculously high accident rate. — Not so much of a threat. [em…
NewsMax.com Newsmax Wires on x
New York Gov. Hochul Pulls Plug on Robotaxi Expansion
@sawyermerritt Sawyer Merritt on x
NEWS: New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City. The proposal, which Hochul had included in her budget proposal last month, would have allowed autonomous-vehicle companies such as Waymo to
@scobleizer Robert Scoble on x
This will be the fight of our lives. Do we protect jobs at the cost of killing our own citizens? New York decided to kill more of its citizens for now. Someday the citizens will figure that out and change how they vote.
@chickenpuppet.online @chickenpuppet.online on bluesky
Outside of bribes is there any reason to let Waymo into your city if you can stop it? These things still suck, take up large amounts of public infrastructure, and take jobs. Why let them in until they can demonstrate they're a positive for society? [embedded post]
r/SelfDrivingCars r on reddit
New York's Robotaxi Plan Pulled in Setback to Waymo Expansion
r/waymo r on reddit
New York's Robotaxi Plan Pulled in Setback to Waymo Expansion

Chronicles

Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption and see the market as a two-horse race between Waymo and Tesla

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