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> And given that in Austin they just reached parity with Waymo Tesla is far behind Waymo on all meaningful measures. Waymo sells more than 450k rides every week. Tesla is nowhere near that number. Waymo offers rides in six cities. Tesla does two. According to https://robotaxitracker.com/ Tesla has ~250 taxis in total. Waymo has +2500.
Well Tesla just launched their robotaxi 6 months ago whereas Waymo has been going for a decade? Just looking at a point in time is a bit silly, look at the change over time. The bottom line is cost per mile and Waymo can't complete here, there is also style, Waymo's vehicles are extremely ugly looking cars vs the Cybercab. Tesla also has integrated everything from the chip up. Waymo is a cobbled together solution fro…
The consumer does not care about which car picks them up or what hardware integration it has. The consumer cares about which car is available in their service area, how quickly it will arrive, how much it will cost, how quickly it can get to their destination, and that it will do so safely.