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Waymo Explores Personal Ownership Option
- Alphabet's Waymo explores future personal ownership of robotaxis, contrasting Tesla's direct consumer model.
- This shift could redefine the valuation and competitiveness of Waymo against Tesla.
Increasing Regulatory Scrutiny on Big Tech
- Regulatory pressure on big tech including Alphabet is intensifying, focusing on future tech like AI and autonomous driving.
- These regulatory challenges currently weigh down Alphabet's valuation.
Waymo's Growing Scale and Licensing Plans
- Waymo's robotaxi service is scaling with 250,000 paid rides weekly, increasing operational momentum.
- Waymo plans to license its technology to lower-cost vehicles, hinting at new business models including individual licensing.