Uber, Latest Victim of Disruption Panic, Still Has Role in Robotaxis

Core Insights - Waymo is experiencing significant momentum in the autonomous vehicle sector, indicating strong advancements and potential market leadership [1] - Uber's scale and market position are being undervalued amidst a broader AI-driven selloff, suggesting potential investment opportunities [1] Group 1: Waymo's Position - Waymo's advancements in technology and market presence are becoming increasingly evident, positioning the company as a leader in the autonomous driving space [1] - The growth trajectory of Waymo reflects a robust response to market demands for innovative transportation solutions [1] Group 2: Uber's Valuation - Despite its large scale and established market presence, Uber's valuation is not fully reflecting its potential in the AI and autonomous vehicle markets [1] - The current market conditions may present a buying opportunity for investors looking to capitalize on Uber's undervalued status [1]