Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) off the ground. We discuss Waymo’s approach and whether there’s a sustainable lead in autonomy. Plus, what other stocks should you have on your radar in 2026? Travis Hoium, Rachel Warren, and Jon Quast discuss:
- Waymo’s dominance- Can Waymo bring costs down?- AV stocks to watch- The future of ride-sharing
Companies discussed: Uber (UBER), Lyft (LYFT), Alphabet (GOOG), WeRide (WRD), Doordash (DASH).

Host: Travis HoiumGuests: Rachel Warren, Jon QuastEngineer: Bart Shannon

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