Itay Michaeli

Senior auto analyst at TD Cowen. Specializes in the analysis of the automotive sector, including EVs and autonomous vehicles.

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Aug 25, 2025 • 1h 2min

Tesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22

Itay Michaeli, a senior auto analyst at TD Cowen, shares insights on Tesla's recent struggles with declining earnings and the challenges posed by competitors like Waymo and Chinese automakers. They dive into the political impact on EV sales in the U.S. and explore the future of autonomous vehicles, discussing market dynamics and technological advancements. Michaeli also highlights other notable companies in the auto sector and reflects on Tesla's valuation, indicating a strong yet competitive landscape ahead.

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