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  "publishedAt": "2026-02-20T03:10:01.000Z",
  "site": "http://www.techmeme.com",
  "tags": [
    "Wall Street Journal",
    "Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla"
  ],
  "textContent": "\n\n Dan Gallagher / Wall Street Journal:\n**Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla**   —  Waymo's momentum is undeniable, but Uber's scale is being undervalued in AI-driven selloff  —  Uber can't seem to emerge from the shadow of what's to come.",
  "title": "Uber's market cap fell to ~$150B, down ~25% in six months, as investors weigh robotaxi disruption, perceiving it as a two-horse race between Waymo and Tesla (Dan Gallagher/Wall Street Journal)"
}