Why is no one talking about Uber? We are 30% below 52-week high on cyber cab robotaxi fears, but who gives a fuck when Uber is literally becoming the distribution for AV (autonomous vehicle) rides. They literally committed $7.5b to buying robo taxis for self operation and $2.5b in VC investments across dozens of companies, many of which they are already working with. Main names: Waymo Zoox Nuro Lucid Rivian WeRide Wayve Avride Baidu (Apollo Go) Pony.ai Verne NVIDIA Volkswagen (MOIA) Stellanti
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