The Biggest Disruption of 2025 Is Already Here

Autonomous driving will be top of mind in 2025.

Autonomous driving is one of the themes for which I’ve invested heavily in the Asymmetric Portfolio. The second stock I covered was $General Motors(GM)$ , but it wasn’t GM the manufacturer that I was interested in, Cruise is where the 10x opportunity lies.

I’m working on a long report on autonomous driving that I’ll publish early next month, but in the meantime, it’s worth updating just how quickly this industry is moving. Autonomous vehicles are here. The business is scaling. And everyone involved is moving as fast as they can to grab a position in the market.

Waymo Takes a Big Lead

Right now, no company comes close to Waymo (owned by $Alphabet(GOOG)$ $Alphabet(GOOGL)$ ) in autonomous driving. The company has driven millions of miles fully autonomously and has services running in San Francisco, Phoenix, and Los Angeles with Austin, Atlanta, and Miami coming online in 2025.

I say Waymo is the leader because it has the most advanced technology and the biggest fleet of vehicles today. An incredible 150,000 rides are being completed every week.

But long-time readers will know that my skepticism about Waymo is more about their business model, which matters more than technology to investors.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

43

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":379610566652144,"tweetId":"379610566652144","gmtCreate":1733703813825,"gmtModify":1733707800873,"author":{"id":4159952822702602,"idStr":"4159952822702602","authorId":4159952822702602,"authorIdStr":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","vip":8,"userType":8,"introduction":"Passionate about helping people find life-changing long-term investments.\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":380,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/d640f348172990c098ba9de20ae53c07","width":"516","height":"488"},{"img":"https://community-static.tradeup.com/news/82d0da755ae863fb4fb9a3047c75d7e6","width":"520","height":"528"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d640f348172990c098ba9de20ae53c07","width":"516","height":"488"}],"title":"The Biggest Disruption of 2025 Is Already Here","html":"<html><head></head><body><h3 id=\"id_3228799178\" style=\"text-align: start;\">Autonomous driving will be top of mind in 2025.</h3><p>Autonomous driving is one of the themes for which I’ve invested heavily in the Asymmetric Portfolio. The second stock I covered was <a data-mention-id=\"GM\" class=\"teditor-mention\" data-mention-name=\"General Motors\" href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a> , but it wasn’t GM the manufacturer that I was interested in, Cruise is where the 10x opportunity lies.</p><p style=\"text-align: left;\">I’m working on a long report on autonomous driving that I’ll publish early next month, but in the meantime, it’s worth updating just how quickly this industry is moving. Autonomous vehicles are here. The business is scaling. And everyone involved is moving as fast as they can to grab a position in the market.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d640f348172990c098ba9de20ae53c07\" tg-width=\"516\" tg-height=\"488\"></p><h2 id=\"id_677574151\" style=\"text-align: left;\">Waymo Takes a Big Lead</h2><p style=\"text-align: left;\">Right now, no company comes close to Waymo (owned by  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> ) in autonomous driving. The company has driven millions of miles fully autonomously and has services running in San Francisco, Phoenix, and Los Angeles with Austin, Atlanta, and Miami coming online in 2025.</p><p style=\"text-align: left;\">I say Waymo is the leader because it has the most advanced technology and the biggest fleet of vehicles today. An incredible 150,000 rides are being completed every week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82d0da755ae863fb4fb9a3047c75d7e6\" tg-width=\"520\" tg-height=\"528\"></p><p style=\"text-align: left;\">But long-time readers will know that my skepticism about Waymo is more about their business model, which matters more than technology to investors.</p><p></p></body></html>","htmlText":"<html><head></head><body><h3 id=\"id_3228799178\" style=\"text-align: start;\">Autonomous driving will be top of mind in 2025.</h3><p>Autonomous driving is one of the themes for which I’ve invested heavily in the Asymmetric Portfolio. The second stock I covered was <a data-mention-id=\"GM\" class=\"teditor-mention\" data-mention-name=\"General Motors\" href=\"https://ttm.financial/S/GM\">$General Motors(GM)$</a> , but it wasn’t GM the manufacturer that I was interested in, Cruise is where the 10x opportunity lies.</p><p style=\"text-align: left;\">I’m working on a long report on autonomous driving that I’ll publish early next month, but in the meantime, it’s worth updating just how quickly this industry is moving. Autonomous vehicles are here. The business is scaling. And everyone involved is moving as fast as they can to grab a position in the market.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d640f348172990c098ba9de20ae53c07\" tg-width=\"516\" tg-height=\"488\"></p><h2 id=\"id_677574151\" style=\"text-align: left;\">Waymo Takes a Big Lead</h2><p style=\"text-align: left;\">Right now, no company comes close to Waymo (owned by  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> ) in autonomous driving. The company has driven millions of miles fully autonomously and has services running in San Francisco, Phoenix, and Los Angeles with Austin, Atlanta, and Miami coming online in 2025.</p><p style=\"text-align: left;\">I say Waymo is the leader because it has the most advanced technology and the biggest fleet of vehicles today. An incredible 150,000 rides are being completed every week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/82d0da755ae863fb4fb9a3047c75d7e6\" tg-width=\"520\" tg-height=\"528\"></p><p style=\"text-align: left;\">But long-time readers will know that my skepticism about Waymo is more about their business model, which matters more than technology to investors.</p><p></p></body></html>","text":"Autonomous driving will be top of mind in 2025. Autonomous driving is one of the themes for which I’ve invested heavily in the Asymmetric Portfolio. The second stock I covered was $General Motors(GM)$ , but it wasn’t GM the manufacturer that I was interested in, Cruise is where the 10x opportunity lies. I’m working on a long report on autonomous driving that I’ll publish early next month, but in the meantime, it’s worth updating just how quickly this industry is moving. Autonomous vehicles are here. The business is scaling. And everyone involved is moving as fast as they can to grab a position in the market. Waymo Takes a Big Lead Right now, no company comes close to Waymo (owned by $Alphabet(GOOG)$ $Alphabet(GOOGL)$ ) in autonomous driving. The company has driven millions of miles fully autonomously and has services running in San Francisco, Phoenix, and Los Angeles with Austin, Atlanta, and Miami coming online in 2025. I say Waymo is the leader because it has the most advanced technology and the biggest fleet of vehicles today. An incredible 150,000 rides are being completed every week. But long-time readers will know that my skepticism about Waymo is more about their business model, which matters more than technology to investors.","highlighted":1,"essential":1,"paper":2,"likeSize":43,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/379610566652144","repostId":0,"isVote":1,"tweetType":1,"viewCount":221,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GM","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1046,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/379610566652144"}