$Uber Tech(UBER.US) continues to hit new highs as $Tesla(TSLA.US) struggles. YTD $Uber Tech(UBER.US) is now +58% vs $Tesla(TSLA.US) -18%. Since TSLA’s Austin robotaxi unveil on 6/22, $Uber Tech(UBER.US) +12% vs $Tesla(TSLA.US) -6%. Investors continue to take the view that UBER’s partnerships with Waymo and other autonomous players will accelerate UBER TAM as drivers are removed from cars, reducing cost per mile, while TSLA’s nascent robotaxis continue to require a safety monitor in every vehicle — at least initially. A recent report from Atlanta highlighted a new trend where UBER passengers are reportedly canceling multiple rides with human drivers in an effort to be matched with a Waymo robotaxi, signaling powerful demand for unsupervised autonomous options, despite their current higher costs.