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Giles Capital's avatar

Great article exploring the different scenarios. Seems like Waymo is still exploring which path to take but will be interesting to see how this develops.

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Harry Campbell's avatar

Thanks, I do think it's clear they're shifting towards an asset light model and offloading operations/financial risk/etc onto willing partners.

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Matthew | Sycamore Capital's avatar

This is an awesome article. Thank you. Huge help to me

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Harry Campbell's avatar

Glad you enjoyed it - this was a fun one to write!

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