X @Cathie Wood
Now that #robotaxis are commercializing , the next question is who will win this winner-take-most opportunity in the US. Based on two major competitive advantages, @skorusARK makes the case for $TSLA in The Brainstorm this week.ARK Invest (@ARKInvest):One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. @skorusARK highlights more distinctions in "The ...