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Baidu, Google, Uber, Tesla or Lyft?

Posted on 9/29/25 at 5:02 pm
Posted by SlidellCajun
Slidell la
Member since May 2019
15469 posts
Posted on 9/29/25 at 5:02 pm
Talking driverless cars.

All of these companies have an interest in driverless transportation with some being more pure plays than others. I’ve only just now started looking into Baidu which I think is the purest play of the 5.

I own Uber and have done very well in a short amount of time. I want to buy another or more Uber.

If you had to pick one, which would it be?

Posted by LSUSLU106
Member since Mar 2015
689 posts
Posted on 9/29/25 at 6:04 pm to
Tesla easily
Posted by bayoubengals88
LA
Member since Sep 2007
23478 posts
Posted on 9/29/25 at 8:36 pm to
Avride/NBIS deserves a mention.
They are partnered with Uber

LINK
Posted by SlidellCajun
Slidell la
Member since May 2019
15469 posts
Posted on 9/30/25 at 10:08 am to
Not at all familiar with that one.
Is the ticker NBIS?
Do you own it?
This post was edited on 9/30/25 at 10:12 am
Posted by diat150
Louisiana
Member since Jun 2005
47058 posts
Posted on 9/30/25 at 10:26 am to
if tesla ever gets to the point where cars can go driverless and do rides and deliveries that will be a total gamechanger.
Posted by el Gaucho
He/They
Member since Dec 2010
58247 posts
Posted on 9/30/25 at 10:29 am to
Lyft is the Popeyes of the rideshare world
Posted by Neauxla
New Orleans
Member since Feb 2008
33960 posts
Posted on 9/30/25 at 10:30 am to
quote:

Not at all familiar with that one.
Is the ticker NBIS?
Do you own it?
Posted by SlidellCajun
Slidell la
Member since May 2019
15469 posts
Posted on 9/30/25 at 10:32 am to
Yeah Tesla is an interesting one.

My understanding is that their driverless will also utilize their own software rather than partnering with Uber or Lyft. That could really hurt uber and Lyft when it comes to pricing because Tesla could undercut to get market share.

It’s less of the pure play though as it has the obvious automobile business.

I would have to want to own it for the other aspects of the business similar to Google (Waymo)
Posted by diat150
Louisiana
Member since Jun 2005
47058 posts
Posted on 9/30/25 at 11:27 am to
quote:

My understanding is that their driverless will also utilize their own software rather than partnering with Uber or Lyft. That could really hurt uber and Lyft when it comes to pricing because Tesla could undercut to get market share.


it definitely will. it will basically make rideshare and cabs obsolete. the rides will be cheaper because a human doesnt have to make money to do the driving. It will really disrupt that world.
Posted by bayoubengals88
LA
Member since Sep 2007
23478 posts
Posted on 9/30/25 at 3:46 pm to
quote:

Not at all familiar with that one. Is the ticker NBIS? Do you own it?
Well done
Posted by SlidellCajun
Slidell la
Member since May 2019
15469 posts
Posted on 9/30/25 at 5:14 pm to
WHat exactly is so funny and can you add anything to the discussion beyond a cartoon!?
This post was edited on 9/30/25 at 5:16 pm
Posted by SlidellCajun
Slidell la
Member since May 2019
15469 posts
Posted on 9/30/25 at 5:18 pm to
I still believe that riders want cheap and quickness when it comes to rideshare so when it comes to who they engage with, it’ll come down to one or both of those options

Some smaller markets won’t be big enough for multiple rideshare but other larger markets will be okay. Tesla is definitely going to shake it up nonetheless.

I’ve gotten more intrigued with Baidu lately. They’ve got a lot of the Asian and European market but for some reason, I don’t think they’re allowed in the US…. Yet.

They too could be a game changer here
This post was edited on 9/30/25 at 6:11 pm
Posted by SlidellCajun
Slidell la
Member since May 2019
15469 posts
Posted on 10/1/25 at 2:30 pm to
Yeah, I don’t have a lot of interest in Lyft other than the news that if aligned with Waymo in some large markets.
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