Is Waymo Actually Profitable? The Real Cost of the Robotaxi Revolution

The Data Exchange with Ben Lorica

The Data Exchange with Ben Lorica
Is Waymo Actually Profitable? The Real Cost of the Robotaxi Revolution
Feb 07, 2026
Ben Lorica

Ben Lorica and Evangelos Simoudis discuss two critical technology infrastructure topics: the evolving economics of autonomous vehicles and growing local opposition to AI data centers. 

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Detailed show notes - with links to many references - can be found on The Data Exchange web site.