中文翻译
事实如此，据《金融时报》报道，$GOOGL Waymo 正考虑与 $UBER 拆分。我去年认为 Uber 与 Waymo 合作是个糟糕的选择……因为 Uber 只是 Google 在扩张过程中所需的分发渠道。我认为 $NBIS Avride、其他中立玩家或垂直整合才是最佳路径。如今，其合作伙伴 Waymo 看起来成了 Uber 最强的颠覆者。
· 个股论点
Waymo拟与Uber拆分，印证博主此前对Uber合作策略失误的判断。
英文原文
There you have it, $GOOGL Waymo to explore split with $UBER per FT. My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up. And that $NBIS Avride, other neutral players, or vertical integration would be the optimal path forward. Now their own partner Waymo looks to be the strongest disruptor to Uber.