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Ginormous market, 10x better product, no competition is currently close.

Plus although they have the capital cost of owning the cars they don't have the COGS of paying the drivers so presumably much higher margin per ride.

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You’re right that Tesla’s product is so far ahead that it can’t really be called competition.

I love Tesla, I own the stock, but I don't think they can be considered comparable until they have a live autonomous taxi service that regular people can call from their phones and regularly rave about.

On one hand, Tesla could roll out a Waymo competitor in all the necessary cities in a matter of months if they wanted to. On the other hand, Waymo will cease to exist as soon as Tesla cracks their robotaxi problem.

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