Let us come to basics: being from Musk's stable, Tesla is perhaps more of an AI and robotics firm that also sells EVs - so the potential of its robotaxi business is priced in, at least partially if not fully. In the competition between Waymo and Tesla, Waymo currently leads in safety and operational scale, while Tesla has a significant advantage in cost-efficiency, potential for rapid scaling & overall credibility. There may not be a single winner now or in the short run, as the market could support multiple successful players with different strategies. We will have to wait for the long term to identify a clear winner.
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