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Source document· February 8, 2026

TechCrunch Mobility: Is $16B enough to build a profitable robotaxi business?

View original at finance.yahoo.com
TechCrunch Mobility: Is $16B enough to build a profitable robotaxi business? A Waymo autonomous taxi outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb…
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  • Waymo's ridership and autonomous miles driven stats are exploding and will likely continue in that trajectory unless derailed by regulators

    80% confidence
  • Waymo still must solve several problems, including cost and increasing attention from regulators

    80% confidence
  • Money is flowing into physical AI startups and I expect more deal flow, especially for startups focused on practical applications of automated driving systems

    80% confidence
  • Alphabet is clearly committed to ensuring Waymo's success

    80% confidence
  • The verdict affirms that Uber acted responsibly and has invested meaningfully in rider safety, and will continue to put safety at the heart of everything we do

    80% confidence
  • When asked if $16 billion is enough for Waymo, the answer kept landing in the squishy 'sort of' and 'it depends' territory

    80% confidence
  • Uber would invest capital in its AV software partners, work with AV makers by investing equity or via offtake agreements, and support AV infrastructure partners

    80% confidence
  • David Stern was a close business partner of Jeffrey Epstein who brought him investment opportunities from around the world

    80% confidence
  • Waymo lacks the in-house manufacturing that Tesla has

    80% confidence
  • David Stern pitched Jeffrey Epstein on investing in Faraday Future, Lucid Motors, and Canoo during the go-go days of mobility funding

    80% confidence
  • There is chatter that Europe could soon follow China in banning concealed door handles

    80% confidence
  • Waymo's acceleration over the past 18 months is undeniable

    80% confidence
  • Uber plans to appeal the decision in the rape case lawsuit

    80% confidence
  • Investors, anxious about missing out on the AV party, are jumping into sectors like off-road defense, trucking, forklifts, mining, and construction

    80% confidence
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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