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Significant expansion by Zoox (AMZN) and Waymo’s ongoing AV rollout suggest longer-term cost/ops efficiency and market potential for autonomous delivery and logistics, offering potential multiple expansion and strategic value for AMZN. Near-term shares may price in AV growth expectations but execution risk remains, keeping upside asymmetric.
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Waymo expands driverless operations in San Diego, Tampa, and Denver, while Zoox plans tests in Houston and San Diego, expanding its U.S. presence to 12 markets. Goldman Sachs forecasts the robotaxi market growing to $19B by 2030 and $48B by 2035, signaling a long runway for autonomous mobility. AMZN benefits indirectly through Zoox’s scale and potential logistics applications as the AV sector accelerates.
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