Waymo Vs. Zoox Vs. Tesla Vs. Pony - We Think Elon Musk Will Lose

May 07, 2025 10:31 AM ET, , , , , , , 7 Comments
The Value Portfolio
Investing Group Leader
(10min)

Summary

  • Waymo and Zoox are the top investment choices in self-driving tech, backed by Alphabet and Amazon, respectively, with Waymo already generating significant revenue.
  • Tesla is not recommended due to poor market positioning, limited upside, and substantial downside risks, including potential lawsuits.
  • The self-driving market is vast, but competitive, with no single technological breakthrough; incremental improvements are key.
  • Investing in Waymo or Zoox offers balanced risk and reward, while Tesla's valuation is overly reliant on uncertain self-driving success.
  • The Retirement Forum members get exclusive access to our real-world portfolio. See all our investments here »
Cruise (owned by General Motors) self driving vehicle performing tests in San Francisco

Sundry Photography

Waymo (NASDAQ: GOOGL) reports that it's crossed 250K paid rides per week in the United States. That's a business that's now earning more than $100 million per year. As the "self-driving wars" head up, the purpose of this article is to highlight who we

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This article was written by

The Value Portfolio
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The Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes extensive readings of 10Ks, analyst commentary, market reports, and investor presentations. He invests real money in the stocks he recommends.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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