X @Tesla Owners Silicon Valley

Cathie Wood on Moonshots podcast (Jan 2026): Tesla is set to lead the robotaxi revolution and leave competitors like Waymo behind.Key points from her:- Tesla wins big due to vertical integration (batteries, chips, manufacturing, AI—all in-house), driving costs down dramatically.- Expected cost per mile: ~$0.20 for Tesla vs. significantly higher for Waymo's supplier-dependent model.- Waymo currently limited (~3,000 vehicles, geo-fenced areas), while Tesla scales via owner fleet + purpose-built vehicles.- Thi ...