THE APEX TIMES
The Silicon Valley investor said he bought another $1 million of Uber shares around $65 and argued that a Waymo-linked collaboration could accelerate competition in driverless technology.
Jason Calacanis, an early-stage technology investor and frequent podcast and public commentator, said he purchased an additional $1 million worth of Uber shares at about $65 each, describing the buy as “half price” relative to his internal valuation approach. The comments, circulated via Yahoo Finance, also included a caution for Tesla, arguing that an emerging Waymo-linked effort could be a faster route to the scale of driverless driving than Tesla’s current trajectory.
Calacanis framed the Uber purchase as part of his broader investment calculus, telling viewers or readers that his valuation implied a significantly lower risk or higher upside than the prevailing market price at the time of purchase. The statement did not include details on how the valuation was derived, whether the buy was executed through a specific vehicle, or whether it was part of a pre-planned position-building schedule.
On the technology front, Calacanis suggested that a Waymo team-up, rather than a single-company path, could become the dominant force in the “driverless” market. His core claim was that coordination in the ecosystem could help competitors capture the lead in real-world autonomy, potentially shifting customer expectations around when and where driverless systems become commercially practical.
The remarks raised the stakes for Tesla’s autonomy strategy, which the market has watched closely because Tesla has tied significant long-term value to progress in advanced driver-assistance and autonomy software. Still, Calacanis did not provide new, independently verifiable technical evidence or timelines for any Waymo-linked partnership, nor did he spell out exactly what form a collaboration would take, how quickly it could be deployed, or what milestones would determine its pace.
Uber, meanwhile, is already deeply connected to the practical side of mobility, operating a platform that relies on drivers and, increasingly, autonomy-related initiatives through partnerships and experiments. Calacanis’ decision to add to Uber shares, combined with his autonomy-focused critique of how competition could evolve, points to a view that ridesharing platforms may benefit even if autonomy leadership shifts among different technology providers.
Sector context matters because the driverless race is not only about sensors and model performance, but also about deployments, regulatory approvals, and operational reliability at scale. Market observers have often treated autonomy as a race in “time-to-production,” where the ability to turn prototypes into repeatable, compliant operations can matter as much as breakthroughs in lab performance.
A key caveat is that the post does not disclose the complete quote set, the exact timing of the purchase beyond the approximate price level, or any additional documentation supporting the “half price” valuation claim. It also does not provide verifiable specifics about the referenced Waymo collaboration, such as counterparties, contract terms, product scope, or public regulatory filings.
What to watch next is whether investors and industry participants translate Calacanis’ view into more concrete reporting on how a Waymo team-up could affect autonomy roadmaps across the broader mobility market. For Tesla, the immediate question for markets is whether any additional credible information emerges about competitive deployment timelines that could change expectations for autonomy commercialization and associated revenue opportunities.
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