Uber at Peak Performance Faces Pressure from Waymo and Tesla

Bullish Gator

Uber at peak results yet threatened by robotaxis from Alphabet’s Waymo and Tesla; includes a sample options trade walkthrough.

Editorial companion

What stands out

Thomas Martin called Uber "stuck on struggle street" while Schwab Network ran an options-trade example from Tom White, framing a company performing at its best yet facing disruptive threats. That matters because Alphabet's Waymo and Tesla's self-driving push turn the ride-hailing question into a contest over cost structure and unit economics, not just demand. For holders of Uber, Alphabet (GOOG), or Tesla (TSLA), the clip compresses a decade-long technological and regulatory race into a near-term investment headache: can current cash flows and improving efficiencies survive lower-cost autonomous alternatives?