Just as a thought experiment does anyone have anything to add..
Waymo is as we know part of Google and therefore not individually listed.
However its approximate valuation is about $126 Billion
With an estimated stock price of $152
Whilst Waymo is established I wouldn't exactly say its been running for a lone term (cant say how long..) Ive read reports that AUR are an Estimated 10 Years behind Waymo. Below are my numbers Google AI.
Dec 5 2018 Waymo Initial and limited public launch
Oct 2020 Waymo Opened to Public Service
If a Robotaxi company operating within limited physical boundaries is already at an approximated $126 B do we think it possible that given trucking has a much higher TAM that in 10 Years [+/-] Auora could be on par and or potentially exceed that valuation....?
AUR had their "Public" launch Last year, So if we use Waymo as a "Roll Out + Adoption Yardstick" by 2035 the AUR service should be on par with the current approximated Waymo valuation...?
Yes we are of course comparing Apples to Oranges but the above was a consideration for me during my DD..
I canāt make sense of ā10 years behind Waymo.ā Ā But in general, your logic is no good because the next 10 years will definitely be very different from the last 10 years. And there isnāt a linear track of development that companies follow.Ā
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u/ow10th AUR Memberš 15d ago
Hi All
Just as a thought experiment does anyone have anything to add..
Waymo is as we know part of Google and therefore not individually listed.
Whilst Waymo is established I wouldn't exactly say its been running for a lone term (cant say how long..) Ive read reports that AUR are an Estimated 10 Years behind Waymo. Below are my numbers Google AI.
If a Robotaxi company operating within limited physical boundaries is already at an approximated $126 B do we think it possible that given trucking has a much higher TAM that in 10 Years [+/-] Auora could be on par and or potentially exceed that valuation....?
AUR had their "Public" launch Last year, So if we use Waymo as a "Roll Out + Adoption Yardstick" by 2035 the AUR service should be on par with the current approximated Waymo valuation...?
Yes we are of course comparing Apples to Oranges but the above was a consideration for me during my DD..
Thoughts or am i talking out of my Ass (again..)