Isn't it completely overshadowed by Waymo? From what I've heard Waymo is more profitable and has substantially fewer accidents due to better technology.

From the outside in this is how I see it (being in Austin which seems to be ground zero for a lot of the testing):

Waymo is betting that cutting zero corners and being rigorous will pay off down the line. They seem best in class.

Zoox seems to be betting that reducing time to get passengers in and out while providing a novel platform will be a differentiator. More sensors than Tesla but fewer cars than both the others.

Cybercab seems to be about cutting cost (and corners) wherever they thing they can get away from it and betting cheap will win the day (sort of like a discount airline). This assumes they're not doing something O(N) expensive behind the scenes, like having every ride monitored by a human operator in another country.

I remember some company dragging a person for awhile and the car not realizing. I'm worried tesla will find itself in a situation like that (or another edge case). I feel safer being around a Waymo as a pedestrian than a cybercab. I even had a Waymo stop for me at a pedestrian crossing when I was waiting for it to go by (I wasn't trying to cross).

In the long run Waymo will have to figure out how to have a cheaper platform and Tesla will have to toe the cheap/good-enough line. Zoox is still seemingly unlaunched so IDK about them. Time will tell.

Tesla has had a massive surge in cybercabs in Austin over the last few weeks. I would venture to say they have surpassed the number of Waymos over here. Don't have any numbers to back this up though. As for being profitable, it seems the cost of a cybercab should be much less than a Waymo.

It may be the other way around if the pace in Austin is repeated elsewhere. Cybercab rides per week has already surpassed, Waymo, allegedly.

https://x.com/KHerriage/status/2114902145627504719

Did you take a look at amount of money waymo is losing let alone profit?

Unsupervised robotaxi has lower (at fault) accidents than unsupervised waymo.

All notable cybercab accidents have been done by remote driving.

The only thing waymo have are - large fleet thus large miles/week - many cities

In last week or so, Tesla went from tiny to equal/more than waymo in Austin seemingly in just a few days.

They'll do that in other cities too in due time.

There always gonna be both Pepsi and Cola.

Waymo isn't profitable at all. It's a massive money loser. And in some cities Tesla is nearly at parity

If a few things work out for Tesla they can do overshadow Waymo very quickly.

Waymo’s entire fleet is estimated at about 6000 cars. Tesla produces this many cars in a little over a day.

The cybercab is also likely to end up costing 1/10th of a Waymo car

It’s not that Tesla is winning here. But the economics of their solution can totally tilt the entire market in the future.