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Waymo Might Not Be as Valuable as We Think

CNBC is reporting that Morgan Stanley analysts have cut their valuation of Waymo by 40%.

Randall McAdory
Randall McAdory

Sep 27, 2019

•

1 min read

Structural analysis
of automotive disruption

What investor decks don’t cover.
And industry coverage doesn’t ask.

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Analyzing the structural forces reshaping the global automotive industry. Founded by Randall McAdory, TaaSMaster examines new auto sector economics, capital allocation, regulatory pressure, and competitive power shifts — with a focus on what those forces mean for executives and investors navigating the transition.

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