Jan. 31 at 11:58 PM
PickAlpha Weekend - Waymo
News: Waymo is reportedly seeking ~
$16B at a ~
$110B valuation, with Alphabet potentially putting in ~
$13B and the rest from outside investors, as Waymo scales paid driverless ride-hailing across multiple US cities and plans further expansion.
Tickers:
$GOOGL,
$UBER,
$TSLA
Our view is this is a private-market re-rating of “real robotaxi operations,” not a sci-fi demo: if Waymo closes anywhere near these terms, it strengthens
$GOOGL’s sum-of-parts and raises the execution bar for everyone else. For
$UBER, it reinforces the “aggregator wins without owning fleets” path; for
$TSLA, the market will demand verifiable, driverless-at-scale metrics (safety + cost per mile), not timelines.
