Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 8 August 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We are in the heart of earning season, but autonomous vehicles have caught our attention.
0:10.0	Motley Fool Money starts now. Everybody needs money. That's why they call it money.
0:30.0	The best things in life are free, but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	I'm Travis Hoyam, joined by Lou Whiteman and John Quas.
0:43.7	Today we're going to cover earnings from the trade desk and Crocs.
0:47.3	Get our pulse on the economy.
0:49.4	But first, autonomous vehicles have reached something of an inflection point.
0:54.1	We've heard from nearly all of the mobility companies over the past two weeks, and the theme is... Autonomous vehicles have reached something of an inflection point.
0:58.5	We've heard from nearly all the mobility companies over the past two weeks, and the theme is autonomous driving.
0:59.5	It's not just Tesla that's talking about autonomy.
1:01.9	Uber and Lyft made it a central piece of their earnings releases and conference calls.
1:06.3	MobileI seems to be gaining some traction with Volkswagen.
1:10.0	Zook's got an approval. It needed to roll out kind of its mini bus design to more places. John, it seems like we're at an inflection for autonomy. Is that really the case today? Listen, Travis, is it okay for me to say that I don't really like the idea of autonomous vehicles? I think you're always going to find me... Of course, that's on brand for you, John.
1:29.2	Yeah, I mean, I'm going to be behind the wheel of a car with the open road ahead.
1:33.7	But I do want to be really fair to your point here about the industry reaching an inflection point.
1:38.6	There is indeed concrete data that supports that statement.
1:42.9	So if you look at Waymo, for example, the driverless
1:46.1	car division of Tech Giant Alphabet. In late 2020, Waymo launched driverless rides to the general
1:52.6	public. By the end of last year, it had completed 5 million rides. But in May of this year,
1:58.1	it announced it had already completed 10 million. So it took four years to get to
2:01.6	five million rides, then five months to get to another five million. That seems like an
	...

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