I saw a Waymo in my neighborhood stopped in the middle of the road. Cars backed up behind it, and the driver quickly took over and accelerated. The car then returned to driving 20 mph in a 25 mph zone. Tesla is going to smoke these companies. Theirs is the only software trained on high quality actual driver behavior (which they can pull from their fleet because they have telemetry in the form of a real-time safety sc…
They don't have the hardware to compete with Waymo and Cruise.
But sure, it is a good narrative for the stock to go to the moon.