How so? I can give Waymo money and they send a driverless taxi to pick me up in SF. That's a market. Can't do the same for Tesla despite Musk saying they'd have robotaxis for years now, they're so far behind they're not even an option. How do you reconcile that with what you're saying here?

I can reconcile it by saying that I don't think he cares. He's being outcompeted in the self-driving taxi business, such as it is, but he has taken his eye off of that particular ball completely. People forget that he owns less than 20% of Tesla at this point.

If he does manage to outcompete Waymo, my guess is that it will be because he hosed them via regulatory capture somehow, thanks to his buddy in the White House. Or because Larry and Sergey got bored and folded their tent.