Waymos advantage is also cooperating as a means to help shape the regulations that competitors will later have to meet.
From a public acceptance view, I think after the first wave gets deployed by any company the companies that come after it will have significantly more leeway and the public will more easily accept them.
That might be true, but it also destroys the economics. A massive factor in this is that to justify the valuation of Tesla you need to beleive not just that Tesla are going to solve self-driving (again) but they're going to do so and have a monopoly for some period of time. If Waymo really do solve it and roll out at scale, then all that Tesla is going to offer from an economic point of view is a race to the bottom. They'll entirely lose pricing power, which defeats the purpose of the pivot in the first place.
Waymo’s advantage is also that it is actually operating a robotaxi service, which isn't just making self-driving cars or having regulations in place, while Tesla is not.
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Waymos advantage is also cooperating as a means to help shape the regulations that competitors will later have to meet.
From a public acceptance view, I think after the first wave gets deployed by any company the companies that come after it will have significantly more leeway and the public will more easily accept them.
That might be true, but it also destroys the economics. A massive factor in this is that to justify the valuation of Tesla you need to beleive not just that Tesla are going to solve self-driving (again) but they're going to do so and have a monopoly for some period of time. If Waymo really do solve it and roll out at scale, then all that Tesla is going to offer from an economic point of view is a race to the bottom. They'll entirely lose pricing power, which defeats the purpose of the pivot in the first place.
Waymo’s advantage is also that it is actually operating a robotaxi service, which isn't just making self-driving cars or having regulations in place, while Tesla is not.