Dan Gallagher / Wall Street Journal:

Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla  —  Waymo's momentum is undeniable, but Uber's scale is being undervalued in AI-driven selloff  —  Uber can't seem to emerge from the shadow of what's to come.

Dan Gallagher / Wall Street Journal:

Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla  —  Waymo's momentum is undeniable, but Uber's scale is being undervalued in AI-driven selloff  —  Uber can't seem to emerge from the shadow of what's to come.