As Tesla (TSLA) and Alphabet (GOOGL) hit the gas on robotaxi acceleration, Landon Swan of @LikeFolio shares concerns for Uber Technologies (UBER) and its outlook. His firm's data shows Tesla's robotaxi services cost half as much in the San Francisco Bay area as Uber. That, paired with the user moats both Mag 7 giants built, are factors Landon believes pose strong challenges to Uber's longevity. He explains the "fear selloff" he sees coming for Uber.