The autonomous vehicle (AV) landscape is rapidly shifting from a high-R&D endeavor to a commercial reality. As we move through the final quarter of 2025, Alphabet’s (GOOGL) Waymo has established a commanding lead in the US robotaxi market. With the technology proving viable and the initial phases of commercialization successful, the critical question for investors…
Why everyone from your CEO to your barista is suddenly an AI expert—and what history tells us about where this is all heading Remember when your uncle Steve started day-trading dot-com stocks in 1999? When he quit his accounting job to become a “digital entrepreneur” and insisted that Pets.com was going to revolutionize pet ownership…
You know that feeling when you’re at the grocery store, and you see a new brand of your favorite cereal right next to the one you always buy? And it’s not only cheaper, but the box says it has 50% more of those little marshmallow things you love? That’s basically what’s happening right now in…
One of my friends tried to hail a robotaxi in Austin last week. Not for a real ride, but as an experiment. One app promised a futuristic utopia, a car summoned by a tap, part of a grand vision from the world’s most famous tech CEO. The other app… well, it was just Uber. But…
The idea of breaking up Google’s parent company, Alphabet, is a hot topic. With governments around the world, especially in the U.S., looking closely at its power, investors are wondering what a split could mean for their shares. This isn’t the first time a giant company has faced a breakup. So, what can we learn…
Imagine a future where humanoid robots for home use handle our daily chores, like laundry or even cooking. It’s an exciting idea. Tesla, famous for its electric cars and AI, wants Optimus to be a big part of this future of domestic robots. But getting from a cool prototype to a helpful robot assistant in every house is a tough…
The quest for fully autonomous vehicles, particularly for the potentially lucrative robotaxi market (with a potential increase in Waymo expected revenue growth in the near future), has spurred intense innovation and significant investment.Among the frontrunners, Waymo (Google’s self-driving project) and Tesla have emerged with fundamentally distinct technological philosophies, sparking a crucial debate: which approach – multi-sensor fusion with Lidar, or vision-only AI…
Just a few weeks ago, we explored Waymo’s expected revenue growth and the potential trajectory for Alphabet’s autonomous vehicle unit. New data now reveals a significant acceleration in consumer adoption, particularly highlighted by Waymo’s recent launch in Austin, Texas, powered by a strategic partnership with Uber. Waymo Captures Significant Uber Ride Share in Austin According to a…
The world of robotics is entering a fascinating new phase. Humanoid robots – machines designed to mimic human form and movement – are stepping out of science fiction and research labs into the real world. As of early 2025, this market is buzzing with technological breakthroughs, intense competition, and significant financial interest. For anyone following…
Alphabet (GOOGL), the tech behemoth behind Google, is constantly seeking new frontiers for growth. While search, cloud, and advertising remain core pillars, its “Other Bets” segment holds ventures with potentially transformative impacts such as Waymo. One of the most intriguing is Isomorphic Labs, an AI-first company aiming to revolutionize the world of drug discovery. What…