Buying versus partnering in Uber and Waymo’s autonomous-driving strategies
One commentator sees a case for Uber buying an autonomous-vehicle operator, but thinks Waymo is more likely to keep partnering with multiple automakers if Alphabet spins it out.
TLDR
A post argues that Uber could buy an autonomous-vehicle operator, citing more than $10 billion in annual free cash flow and what it describes as investor dissatisfaction with the near-term economics of partnerships. It also disputes the idea that Waymo would need to buy a car company if Alphabet spins it out, saying continued partnerships with multiple automakers are more likely.
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