Subject: Re: Waymo : $110B Valuation
- Tesla CEO Elon Musk said his robotaxis will be “widespread” in the U.S. by the end of 2026 during an appearance at the World Economic Forum in Davos.


The bull case is that the existing Tesla fleet is a simple software update away from all potentially becoming robotaxis. But as far as I can tell, no past or present production Tesla has hardware that is fully L4 capable. The cybercab might be, but it isn't in production yet. And of course there are non-trivial regulatory hurdles as well. I don't see how "widespread" is happening. I think operational Tesla robotaxis existing at all by the end of 2026 might be optimistic.