Benzinga·2025-12-10 07:20Core Insights - Investor Ross Gerber believes that Waymo's growth poses a significant challenge to Uber, particularly after Waymo reached a milestone of 450,000 weekly rides [1][2] - Waymo's average ride revenue is approximately $10, leading to an estimated annual revenue of over $200 million, indicating rapid growth [3] - Gerber previously noted that Waymo has captured a 10% market share in San Francisco, further intensifying competition for Uber [4] Company Performance - Waymo operates a fleet of 2,500 cars, generating an average of $200-$250 per day per car [3] - Uber's CEO envisions a hybrid future that combines human drivers with autonomous taxis, suggesting a strategic response to the competition from Waymo [4] Market Trends - Tesla's CEO Elon Musk has announced plans for driverless Robotaxi operations in Austin by the end of the year, indicating a broader trend towards autonomous vehicle services [5] - Alphabet Inc. is noted for strong performance in Momentum, Growth, and Quality metrics, although it is rated poorly on Value [6]