[shkkmo]

Tesla has been working on improving a level 2 system that works everywhere while Waynlmo has been working on expanding the capabilities and coverage of their level 4 system that works in limited areas and requires detailed mapping.

Tesla has yet to get good enough to achieve level 4 so they can't actually run a robotaxi yet. Tesla's bet is that if they can reach level 4 with their approach, they'll be able to roll out robotaxis much more widely than Waymo can.

So far, the bet has not paid off and Tesla needs it to pay off before Waymo's slower rollout gets too far ahead.

[robertlagrant]

Maybe they need a non-software upgrade that adds a bit more GPU power for robotaxi duties.