@1_adoy Waymo already has a 100K waitlist in SF with no marketing. I’d imagine a large ad campaign advertising 30% lower fares than Uber would bring in most riders, with WoM doing the rest. But I could be underestimating Uber’s stickiness
BREAKING: The California Public Utilities Commission has voted to let Cruise and Waymo operate driverless robotaxis 24/7 and charge fares across San Francisco.
The decision came after hours of sharply divided public comment. https://t.co/nmFwW5JPWf
@BobEUnlimited Understand why stocks are better than bonds in H4L, but still not grasping why stocks are up today vs. just being down less than bonds. H4L is bad for all asset prices. Would you mind providing a quick explainer?
There have been a lot of explainers about why / how SVB failed.
But I’ve seen a lot of FUD / speculation on Twitter about what happens next.
A more balanced take. Thread 👇
My guess is regulators will try to announce something over the weekend / Monday to prevent panic spreading.
However, I want to be clear that this is all my best guess, and I am completely outside-in, so I don’t know anything for certain.