Waymos exist. This intro of nothing doesn't.
It's much much easier to make an existing thing cheaper and better over time.
It's much much easier to make an existing thing cheaper and better over time.
Geofencing sounds like a good idea to me. It's a mean to roll things out carefully, while minimizing risk of death. If actual FSD/Robotaxi is ever released, I suspect that they'll need to geofence, too, for a while.
Whilst it is unknown who will be the winner, or even valid competitors, we can predict with high confidence that Tesla has a massive challenge to reach where Waymo is today.