Comment by rootusrootus
1 day ago
> Waymo cannot compete on price with Tesla
It's a race between how fast Waymo's COGS can decline and how fast Tesla's FSD can achieve actual self-driving. At this moment, given all the evidence available, my inclination is that Waymo is in a better spot.
I don’t think your inclination is unreasonable. Having taken probably like a hundred rides with about an even Tesla/Waymo split in SF, Teslas feel smoother and less robotic, but of course if they felt safety was where it needs to be, they’d be driverless by now.
It’s a bit of a bet. It feels like Tesla is real close, and if they get there, Waymo has no way to compete with Tesla’s manufacturing prowess and vertical integration.