Jason Calcanis is Wrong About Cybercab, Waymo, and Uber — Here’s Why
by Brian Wang from NextBigFuture.com on (#7875K)
Jason Calcanis of the All in Pod predicted Tesla will land 40% of the future robotaxi market, Uber 40%, Waymo 15%, and everyone else splits the remaining 5%. I go through the actual supply chain, unit economics, and hardware numbers and show why we think that split is way off - and why Tesla likely ...