Tesla's Robotaxi Delays: Who Benefits Most from Waymo's Lead?

Elon Musk admitted something Tesla bulls didn't want to hear: the Cybercab and Optimus rollout will be "agonizingly slow.†While Tesla stumbles on promises made years ago, Waymo (NASDAQ:GOOGL) is already operating robotaxis in San Francisco, Phoenix, Los Angeles, and Austin. Tesla's delay isn't just a missed deadline. It's a market share transfer to competitors who moved faster. The Companies Fighting for Autonomous Dominance Four companies stand to gain from Tesla's admission that full autonomy remains dist ...