Chamath Palihapitiya Calls Tesla An 'Obvious Win,' Says Robotaxi, Alphabet's Waymo Will Overtake Uber And Lyft

Benzinga
2025.06.02 03:57
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Billionaire investor Chamath Palihapitiya predicts that Tesla's Robotaxi and Alphabet's Waymo will dominate the autonomous vehicle market, potentially sidelining Uber and Lyft. He emphasizes that consumer preference for driverless rides is driven by privacy concerns. Palihapitiya sees Tesla as positioned for an "obvious win" as it scales its autonomous capabilities. Waymo's market share in San Francisco has surged to 27%, overtaking Lyft. Tesla plans to launch its robotaxi service in Austin on June 12, while Baidu expands its Apollo Go service internationally, enhancing competition in the autonomous vehicle sector.