[PietdeVries]

But still - there are Tesla's driving everywhere, including ones with autopilot enabled, and I have yet to see the first Waymo car on the road...

The technology might be/seem superior, commercially Tesla has cleary won the race..

[aguyfromnb]

>Tesla has cleary won the race..

But Waymo is pilot-testing autonomous taxis and Teslas have a "greater than zero chance" of making it to your destination without intervention.

[Infinitesimus]

First Mover Advantage is still pretty important though.

Tesla is selling cards today, Waymo is not. Tesla's cars are good-enough for most of the buyers so Waymo's technical superiority has to bs much much better warrant the attention and change in public perspective.

On very important thing is tesla has established that your will get better with software updates over time. Other cars have nice adaptive cruise control and self-driving tech but the thought that the car you bought today can in a few months drive better is a massive psychological advantage imo. I don't think Waymo can compete on self-driving features anymore. They have to make the better car and driving experience as a holistic package to stick

[aguyfromnb]

>Tesla is selling cards today, Waymo is not.

Tesla sells cars for which FSD doesn't exist, Waymo is using FSD on cars they don't build.

The business models are different. Why is the natural assumption that everyone will own their FSD car?

[Infinitesimus]

> Why is the natural assumption that everyone will own their FSD car?

Great point.

Tesla exists for people who want to own/drive their cars with cool tech and the dream of FSD down the line via a magical update

Waymo's launched Waymo One as a taxi service but it's only available in one region. My understanding has been that they want to buy a fleet of cars, outfit them with their FSD tech for a taxi service? (So competing with Ridesharing services as an autonomous alternative)

There is certainly plenty of room in the market for people both models