$Alphabet(GOOG)$
Weekly paid rides rose from 10,000 to over 100,000 in a year, with a vast addressable market (e.g., Uber does over 200 million rides weekly). If Waymo captured even a portion of this, it could generate $300 billion in annual revenue. Waymo’s safety record, superior tech, and absence of driver costs support high profitability. With the potential for $150 billion in profits at a 50% margin, Alphabet’s market cap could surpass $6.5 trillion by 2035.
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