Subject: Re: Q4 call.
Here is some more news related to the business case:

In its communications with California officials, Tesla discussed driver’s license information and drug-testing coordination, suggesting the company intends to use human drivers, at least initially. Tesla is applying for the same type of permit used by Waymo, Alphabet Inc.’s robotaxi business. While Tesla has approval to test autonomous vehicles with a safety driver in California, it doesn’t have, nor has applied for, a driverless testing or deployment permit from the state’s Department of Motor Vehicles, according to a spokesperson.

https://finance.yahoo.com/news...

So for California at least, the Robotaxi will have human safety drivers. Waymo uses geofencing, which Tesla says it doesn't want to do, but Waymo also already has driverless taxi pick up. The key here will be if Tesla can leapfrog past the geofencing stage.