Tesla is taking longer than Waymo to deploy autonomous vehicles. Waymo is winning on deployment. Fact of life in 2026. But if you look under the hood and study the granular details, you see very clearly that one company ripped a bunch of things off the shelf and slapped it all together with the goal of autonomous rubber on road ASAP, while the other is creating a masterpiece in hardware & software engineering. Tesla understands that in order to change the entire transportation market, the product needs to be so good and make so much sense that it compels the consumer to completely change their behavior. Uber without a driver is superior and more desirable than Uber with a driver, but it doesn’t rewire the entire transportation market. It just replaces Uber. For AV’s to truly scale, you need to ship something with no geofence. Something that costs the user less money than Uber or Waymo. Something that is not only putting money back into the user’s pockets, but something that is more convenient and more luxurious. That is the only way to scale. Show the consumer the incentive and they will show you the outcome. Look at Tesla’s methods. Compare the power draw of their inference chip to what Waymo uses today. Look at where their vehicles can technically operate today, even if not yet autonomously. Look at their factory footprint and next-gen production line. Look at their chip pipeline. The pieces are all there. This is a massive undertaking, and only one company is foregoing present-day favor to throw everything at it. It’s painful today, but if they execute, it’ll have been worth years of being laughed at and shit on by benchwarmers and pedestrians. Tesla is behind Waymo in deployments, but if they stick the landing, they’ve painted the AV Picasso. The solution that changes automobile transportation forever. Keep going.