A lot of people asking about Tesla vs Waymo, some thoughts: (lmk what I'm missing)(and not meant as a diss, Waymo doing great stuff as well and clearly customers like the offering) -Price per mile is critical in this market. People check uber and lyft and take whichever is cheapest even if by a few dollars as long as they both will come within 5min. -Waymo’s cars are expensive relative to Tesla’s. This leads to higher price per mile. -Waymo doesn’t have the ability to match peak/trough demand of travel like Tesla does through having people opt their vehicles into the fleet. That means to match peak demand Waymo either has a fleet with lower avg utilization, which leads to higher price per mile or they have a small fleet which can’t meet peak demand. (They are trying to solve this by partnering with Uber) -Waymo has been offering commercial rides since 2018. Their fleet of vehicles 7 years later is ~1,500 and they plan to add 2,000 more vehicles this year (The bespokeness at this stage likely leads to very high maintenance costs). Tesla makes ~5,000 cars a day. -There is something we aren’t seeing with Waymo. If they are safe, which appears to be true, then why aren’t they scaling much faster?