Rory O'Driscoll

It hasn't been Waymo in San Francisco resulting in Waymo's everywhere within six months.

It hasn't been Waymo in San Francisco resulting in Waymo's everywhere within six months.

It's been a long, steady progress for Waymo.

It's been a long, steady progress for Waymo.

Uber's doing what it should do.

Uber's doing what it should do.

The Travis Kalnick

The Travis Kalnick

devotees would say the failure cutting of their autonomous project in 2016 or 17 was a fatal error for Uber.

devotees would say the failure cutting of their autonomous project in 2016 or 17 was a fatal error for Uber.

I'm not sure.

I'm not sure.

I think 10 years later they can pick up the thread, which is what they're doing, and catch up on that because it's not like the technology tip like a domino.

I think 10 years later they can pick up the thread, which is what they're doing, and catch up on that because it's not like the technology tip like a domino.

But I think they're smart to now start pushing robo-taxis and partnering with technology providers.

But I think they're smart to now start pushing robo-taxis and partnering with technology providers.

The question on the Uber stock is always, oh my God, is robo-taxi existential?

The question on the Uber stock is always, oh my God, is robo-taxi existential?

which is a bad scenario.

which is a bad scenario.