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hadlock 3 days ago

Autonomous cars won't sue you, never sleep, don't go on strike, don't sleep 8 hours a day, keep driving when the car needs obvious repairs.

next_xibalba 3 days ago | parent | next [-]

All that may be true. Human drivers are not the point of comparison. The search business is. Waymo will still always be a lower margin business than search for the reasons I enumerated.

Waymo may end up being great business. But it is unlikely to exceed what search is/was. For that reason, press X to doubt GP's claim that Alphabet is undervalued. "IT'S PRICED IN" [1]

[1] https://www.reddit.com/r/wallstreetbets/comments/eberem/ever...

hadlock 2 days ago | parent [-]

It's unlikely to exceed what search was, but transit is a much more reliable bet for continued revenue. I don't think anyone is betting on ad revenue being reliable at Google long term anymore.

edm0nd 3 days ago | parent | prev [-]

>Autonomous cars won't sue you

but the companies that own them will or their insurance carriers.