- Elon (and his pro-analysts) heavily weight the future of the co's valuation on their ability to deploy a taxi network and has been promising it just around corner for years
- Alphabet via Waymo seems to have "solved" robotaxis for city-proximity driving and has deployed as a business.
Beyond the obvious "reality distortion field" argument is Tesla actually in a position to win here due to their manufacturing capability / current deployment of Tesla's?
- Elon (and his pro-analysts) heavily weight the future of the co's valuation on their ability to deploy a taxi network and has been promising it just around corner for years
- Alphabet via Waymo seems to have "solved" robotaxis for city-proximity driving and has deployed as a business.
Beyond the obvious "reality distortion field" argument is Tesla actually in a position to win here due to their manufacturing capability / current deployment of Tesla's?
Disclaimer - I am an Alphabet & Tesla shareholder