every tesla investor I know (5 of them) is a believer that tesla's robotaxis will (slowly but surely) take over most of the car transportation in the US.

... Why would anyone believe this? Like, even if they suddenly magically jump from level 2 to level 5 (implausible), what's so special about their thing that they'd have a monopoly? If _they_ can do it, the likes of Waymo certainly can.