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"An industry expert compares $TSLA's and $GOOGL's Waymo cost structures: - The expert emphasized that $TSLA's long-term cost target of $0.30-$0.40 per mile for its robotaxi operations is extremely ambitious given that current costs are several dollars per mile but he views it as an appropriate long-term goal for achieving sustainable operations. - He highlighted several key levers for driving this reduction. The most significant is removing the in-vehicle safety operator which alone could save around $X per mile. Another critical factor is increasing vehicle utilization: $TSLA must ensure that"
X Link @AlphaSenseInc 2025-10-16T17:40Z 28K followers, 7279 engagements
"🔍 Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"
X Link @MandhirSingh5 2025-10-16T16:23Z XXX followers, XX engagements
"Race for data moat not profit 📊 $GOOGL's Waymo burns $1.25B/quarter vs $373M revenue. London move pre-empts Wayve (UK startup backed by SoftBank/Microsoft launching 2026). 100M autonomous miles = competitive edge. But UK's Automated Vehicles Act doesn't finalize until H2 2027. Lock in partnerships now monetize later strategy 💰"
X Link @TomAlphaTrades 2025-10-15T19:20Z XXX followers, XXX engagements
"Market sentiment remains mixed as investors weigh earnings reports and economic data. $AAPL faces scrutiny over supply chain issues while $AMZN benefits from strong holiday sales. $MSFT's cloud growth excites but $GOOGL's ad revenue decline raises concerns. $NFLX sees subscriber growth recover"
X Link @erickvivas 2025-10-15T19:00Z 1098 followers, XX engagements