Waymo is actually operating a driverless paid service in Arizona [0] with point to point pick up and drop off. Does Tesla actually offer this service today?
[0] https://www.wbur.org/hereandnow/2021/01/04/waymo-driverless-...
Maybe if they role out this program to city after city in short intervals and have 10000+ taxi operating I would consider it.
Waymo does some things Tesla doesn't do, Tesla does things Waymo doesn't do. Tesla clearly has no interest in offering a money losing taxi service in one small city. Just as Waymo has no interest in doing all the work to figure out the meaning of obscure signs on roads in China.
The question is, when can I click on an app, get a car and drive basically anywhere. That is 'the solution'.
Which works in one small limited area of the earth because of high-def maps, which is not what you would normally call "scalable".
Back to the original goalposts, as far as I know, Waymo is the only company that at this point, does offer a commercial service that's fully driverless. As you point out, they don't cover all of Earth, but neither do any of their competitors. Even Uber and Lyft, with human drivers, don't support all pick up and drop off locations, they only work in certain service areas.
> fully driverless
Don't they have safety drivers that closely monitor through wireless connection and often take over? While it might look driverless, it is not technically. This is also another reason why it doesn't scale.