4.8 • 56 Ratings
🗓️ 24 June 2025
⏱️ 1 minutes
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0:00.0 | Hey, so Kelly, investors are trying to figure out the Robotax the end game, but it's been volatile. |
0:04.9 | Uber shares, you might remember, they sold off late last year after Tesla made its driverless plans more clear, |
0:09.8 | including a vision that would completely cut out platforms like Uber, but now it's rallying some |
0:14.4 | 8% on the hope that partnering with Waymo can keep it in the game. |
0:18.8 | So it's betting on access, not ownership, which looks good for the Bulls today, |
0:22.5 | but you've got to consider, too, the wider taxi robo-taxie rollout, |
0:26.3 | which includes Amazon Zooks this year. |
0:29.0 | It looks a little bit more uncertain. |
0:30.6 | Tesla, meanwhile, giving up some of yesterday's gains as videos of wrongway driving, |
0:35.1 | sudden braking. |
0:36.1 | That's drawing NTSA's attention. |
0:37.9 | A reminder that the regulatory landscape and public trust, |
0:40.9 | these are still hurdles for wider mainstream adoption. |
0:44.3 | Even with those risks, |
0:45.3 | Kelly, the valuation gap tells you where the market thinks this could go. |
0:48.4 | Fair enough. |
0:49.3 | And still be exciting. |
0:50.4 | Again, someday, maybe it makes its way up here. |
0:53.1 | Deirdre, thanks. |
0:53.8 | Appreciate it for now. |
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