Editorial companion

What stands out

LikeFolio’s Landon Swan argues Tesla and Alphabet are gearing up to run robotaxi services that, in his data, charge about half what Uber charges in San Francisco, and he calls that a structural threat because those companies also have deep user moats. He walks through cost figures and sketch of network effects and warns of a coming "fear selloff" for Uber as markets price in faster displacement. The clip is notable because it turns a technology discussion into a near-term competitive threat framed around price and user bases rather than product timelines.