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“Gavin's conviction that robotaxis are inevitable and that municipal bans won't hold is a directional bet on the scaled self-driving leader. Waymo sits inside Alphabet, so the cleanest public expression of that view is a GOOGL long.”
Source
All-In PodcastYouTube“SpaceX’s $2T Case, Nvidia’s Shock Selloff, Ameri…”32:48
“I think going to a city where you can't get in a Waymo or a cyber cab is going to feel barbaric and unsafe... whatever individual municipalities decide... I just don't think it's going to persist.”
Performance
Entry$383.78
Current$359.91
Since call-6.22%
Confidence72%
How this was scored
Entry$383.78May 23, 2026 · 14:57 UTC · paste.trade
Resolution$359.91Jul 3, 2026 · 13:32 UTC · resolve-claims-cron
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:32 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.