Take a look at this. A Tesla Robotaxi in Austin pauses, seems to reconsider a right-hand turn through some bollards, and then decides: "I’m just gonna send it."
TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn't add a single additional vehicle). So... I'm guessing the Tesla stock price will skyrocket.
We wondered what Alphabet CEO Sundar Pichai meant when he said on their earnings call last Thursday that for Waymos, “there is future optionality for personal ownership.”