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Elon Musk Ally Jason Calacanis Bets Another $1M On Uber — Says Waymo Team-Up Could Steal Tesla's Driverless Crown
Early Uber investor Jason Calacanis said he bought another $1 million of Uber shares at $65. He argued that Uber's expansion into parking and drones, vehicle-supply agreements, and a lasting alliance with Waymo could help Uber compete in autonomous driving, even if Tesla leads.
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What happened
Early Uber investor Jason Calacanis said he bought another $1 million of Uber shares at $65. He argued that Uber’s expansion into parking and drones, vehicle-supply agreements, and a lasting alliance with Waymo could help Uber compete in autonomous driving, even if Tesla leads.
Confirmed
Global impact / market context
Calacanis’s view links Uber’s driverless-car prospects to its ability to secure vehicles and work with Waymo, rather than needing to lead alone. If such cooperation strengthens Uber’s service, it could support revenue and reduce the risk that autonomous vehicles undermine its business.
Analyst inference
The article reports Calacanis’s investment and forecasts, not a confirmed lasting Uber-Waymo alliance. He expects Tesla to lead, while assigning Uber and its partners substantial potential share; those are his estimates, not established market outcomes or company guidance.
Confirmed
What to watch
- Watch for a confirmed lasting Uber-Waymo agreement; the article describes it as a possibility, and cooperation could change how the two companies compete with Tesla. Proposed
- Track whether Uber expands parking, drone services, and vehicle-supply agreements, since Calacanis cited these activities as ways to broaden its business and address driverless-car competition. Analyst inference
- Compare Uber’s actual autonomous-driving partnerships and commercial progress with Calacanis’s projected market shares; the article provides his estimates but no realized share figures. Analyst inference