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I am increasingly convinced that the concerns surrounding emerging robotaxis outweigh the business model of Uber Technologies (UBER). Uber aims to take on demand procurement as well as cleaning, maintenance, and customer support for fleet operators, with over 64 billion completed rides and 180 million active members per month. Together with NVIDIA and leading OEMs such as Stellantis, Mercedes, and Lucid, the world’s largest Level 4 capable mobility network is set to be established based on DRIVE AGX Hyperion 10. From 2027 onwards, over 100,000...
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