Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla | Official Website of Louis Velazquez, entrepreneur, finance guy and tech innovator

All NewsMarch 30, 2026

Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla

Waymo, Uber, and Nvidia are reshaping the AV ecosystem into a multi-player model. Where does that leave Tesla’s full-stack strategy?

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DateFirmActionFromTo Feb 2022Daiwa CapitalUpgradesNeutralOutperform Feb 2022Piper SandlerMaintainsOverweight Jan 2022Credit SuisseUpgradesNeutralOutperform

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