[standardUser]

Waymo has already lapped Tesla. They sell 250,000 rides per week and rising, for a total well over 10 million. That compares to precisely zero rides sold commercially by Tesla. It's possible Tesla could catch up, but first they need to stop losing ground and develop technology that can actually compete with their leading competitor. Plus, right now the Tesla brand is synonymous with the most obnoxious blowhard in America. Meanwhile the Waymo brand is on the way to becoming the "Kleenex" of self-driving technology.

[electrondood]

Waymo has been "scaling" down the Peninsula from SF for about 18 months now, and it's still not generally available.

Tesla can scale by simply adding vehicles.

[xnx]

June 17, 2025: "Ride to more places in the Bay and LA. Starting today in SF, with new areas coming to LA later this week. Download the Waymo One app to see our new service areas."

https://x.com/Waymo/status/1935012059806061025

[standardUser]

Scale what? Tesla does not have and has never had a commercial self-driving taxi service.

[AlotOfReading]

Scaling by applying for expanded operational areas is how all deployments in California have to work, by law. Tesla avoids that by not operating robotaxi fleets in California and not submitting applications or mileage data for the vehicles they have there.

[JumpCrisscross]

> Tesla can scale by simply adding vehicles

Between Elon having personally alienated voters in cities and Tesla's continued reliance on remote drivers, Tesla's ability to produce these vehicles seems low on the list of scaling constraints.

[jeffbee]

And I can scale my poop by pooping again. The question is whether Tesla has a thing worth scaling, and the answer to that question is "no".

[Spooky23]

But, can you shit at web scale? Elon can.