The man who built Uber Technologies Inc. (NASDAQ:UBER) into the world’s largest ride-hailing company says Alphabet Inc.’s (NASDAQ:GOOGL) Waymo is winning the self-driving race, but they may not have the stomach to finish it.
Travis Kalanick told the All-In Summit in Austin this week that Waymo is “obviously ahead” and called it “the existence proof” that autonomous driving works, but he flagged a weakness that should matter to GOOGL investors: “Their issue is manufacturing and scale and urgency and fierceness.”
On Tesla Inc. (NASDAQ:TSLA), Kalanick called the company’s camera-only approach to self-driving “hard mode times 100.” Unlike Waymo, which uses lidar and radar alongside cameras, Tesla is betting it can achieve full autonomy with vision alone.
Kalanick said the whole thing comes down to timing. He’s waiting for what he called “the ChatGPT moment for …
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