That’s a very interesting neutral take that “Tesla’s strategy might be the winning horse in this race” and that the Waymo CEO may be defensive or scared. I personally don’t know enough about either company or their tech or how people react to self driving cars to call a winner when it comes to a something (in this case, fully self driving cars at scale) that literally don’t exist yet with enough certainty to predict winners or establish the emotions of either company’s leadership.