Why Tesla and Waymo Still Need Uber
20VC with Harry Stebbings·2026-08-20 05:00

Who do you think is a bigger threat, Whimo or Tesla. >> I think there's going to be more than two winners. Do I think Whimo and Tesla will ultimately be winners.Yes, I do. I don't know who's going to bet against either of those, but I think there will be more winners. If you look at delivery as a comparable vertical here, McDonald's and Starbucks also are strong leaders in their individual verticals.They've spent billions building out fixed assets. They have one P channels, but they also ultimately work wit ...

Why Tesla and Waymo Still Need Uber - Reportify