⁠The All-In Podcast
Waymo's Approach to Self-Driving: Building the World's Greatest Driver

As Waymo gears up to start testing in NYC, here is Co-CEO Tekedra Mawakana explaining their "One Driver" approach at last year's All-In Summit:

" We drive in a week more than a human drives in a lifetime."

"You can say that as a company that runs fleets, but we're the only company where it's one driver."

"That's not the way the world is organized right now."

"Everyone has a lot of drivers, and all of those drivers have different capabilities."

"This is one driver learning all the time in unison."

"What can we demonstrate that's possible?"

"What are policy makers five years from now really going to want to know and how will they be able to derive from what we're doing today?"

Recorded at the 2024 All-In Summit

@TechTekedra @Waymo
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⁠Dimitry Nakhla | Babylon Capital®
Stock market futures open down less than -1.00%

Crude oil opens up less than +3.00%

$SPY $DJI $QQQ $WTI https://t.co/PtfQ3up5Xm
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⁠Dimitry Nakhla | Babylon Capital®
RT @naval: You get paid for being right first, and to be first, you can't wait for consensus.
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⁠Quiver Quantitative
BREAKING: Donald Trump has launched a PAC to remove Thomas Massie from Congress, per Axios.

Massie has is one of the only Republicans who has opposed strikes on Iran and raising the debt limit.
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⁠Investing visuals
$MSFT is now trading at twice the valuation of $GOOGL despite nearly identical revenue growth🤔 https://t.co/6zLNnjkvaN
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⁠Quiver Quantitative
BREAKING: Representative Jefferson Shreve just filed a purchase of Halliburton stock, $HAL.

Halliburton is a fracking company.

They received billions in contracts during the war in Iraq.

Full trade list up on Quiver. https://t.co/aVmxbtflCe
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⁠Quiver Quantitative
BREAKING: Representative Laurel Lee's husband appears to have bought put contracts betting against Novo Nordisk.

Novo Nordisk makes Ozempic.

The contracts expired on June 20th, and had a $65 strike price. The trade was just filed today. https://t.co/wni6h4aelx
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⁠Investing visuals
$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.

5 Key highlights👇

1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.

2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.

3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.

4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.

5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.

If I missed anything important, feel free to add other insights or important snippets.

Does this change your $HIMS thesis?
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⁠Quiver Quantitative
UPDATE: Marjorie Taylor Greene bought stock in Palantir on April 8th.

Greene sits on the House Committee on Homeland Security.

$PLTR has now risen 83% since her purchase: https://t.co/7MS5Nknm8W
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⁠Hidden Value Gems
Excited to join the panel discussion today at #MelloMonday

Join us for our #MelloMonday starting at 5pm today: https://t.co/CDupKPC1qn

@DangerCapital will be covering Macfarlane #MACF & @HiddenValueGems Trustpilot #TRST on our popular BASH (Buy, avoid, sell, hold) panel

Use code MMX50 for 50% off https://t.co/sGimD1Nup8 - MelloEventsUK
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