Gary Black: Tesla, Waymo and Uber push for unsupervised autonomy in robotaxi sector

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Gary Black: Tesla, Waymo and Uber push for unsupervised autonomy in robotaxi sector — Tesla, Waymo and Uber expand robotaxi efforts

Gary Black, managing partner, investor at The Future Fund, summarizes key competition among Tesla, Waymo and Uber as they strive to scale unsupervised autonomy in the robotaxi market. The commentary highlights that although Tesla and Waymo are seen as major players, a notable point is that one company making significant expenditures does not manufacture vehicles. The article also mentions Uber's discreet initiative involving $500 million.

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Black has previously commented on valuation disparities, noting that investors are paying 150 times 2026 EV/EBITDA for SPCX versus 19 times for NVDA. He has also tracked gains for AVGO and MRVL, which saw renewed Wall Street interest in custom AI chips ahead of earnings according to his earlier analysis. These observations reflect his ongoing focus on competition and investment trends across technology sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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