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Forbes
77 days

Waymo To Separate From Google?

1. Waymo now delivers 250,000 rides weekly, a significant scale increase. 2. The autonomous unit continues to operate at a $4.4 billion loss. 3. Antitrust lawsuits threaten Waymo's operational structure with Alphabet. 4. Waymo's financial uncertainty could hinder its competitive edge against Tesla. 5. Alphabet's stock has fallen 10% YTD due to multiple concerns.

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FAQ

Why Bearish?

Waymo's ongoing losses and potential breakup risks hurt investor confidence, similar to historical tech downtrends during legal uncertainties.

How important is it?

Antitrust issues and Waymo's scaling business model are crucial for Alphabet's future.

Why Long Term?

If Waymo separates from Google, its competitive position and funding will weaken, affecting Alphabet's long-term strategy.

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