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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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  • 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

  • Alphabet is clearly committed to ensuring Waymo's success

    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

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

    80% confidence

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

    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

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

    80% confidence

  • Waymo's ridership and autonomous miles driven stats are exploding and will likely continue in that trajectory unless derailed by 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

  • Uber plans to appeal the decision in the rape case lawsuit

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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TechCrunch Mobility: Is $16B enough to build a profitable robotaxi business? — Source | Via News | Via News