It’s checkmate for Uber and Waymo. Sure, Waymo may have more robotaxis on the road today. Waymo’s June filing covered 3,871 vehicles. Call it roughly 4,000 cars. They’re doing around 500,000 paid rides a week. Tesla won’t even tell us how many Unsupervised Robotaxis are live yet. Instead, they’re publishing miles. 380,000 Unsupervised miles. 6 cities. 2 states. Zero notable incidents. And 7 metro areas are now live. Austin, Dallas, Houston, Miami, Orlando and Tampa are ramping Unsupervised. The Bay Area still has a safety driver. That’s where things stand as of today. Now look at the business models. Uber doesn’t make the car. Uber doesn’t own the car. Uber is basically an app connecting a rider with somebody else’s car and somebody else’s time. When the car drives itself, the driver disappears from the equation. This completely changes the economics. Then you have Waymo. Waymo has to build or heavily modify the vehicle, add lidar, radar and other hardware, and prepare the operating area before scaling. That’s one reason getting to roughly 4,000 vehicles has taken so many years. Tesla is taking a completely different path. Cameras. AI. No lidar. No radar. No HD maps. The same core autonomy approach Tesla is already putting into the cars it sells to regular people. Tesla built its 10 millionth vehicle in July. Around 1.48 million vehicles are already paying for FSD. These are cars that ALREADY exist. And Tesla just produced another 451,758 vehicles last quarter. Then comes Cybercab. Purpose-built for autonomy. No steering wheel. No pedals. Production has already started. The Texas line is designed for more than 125,000 Cybercabs per year. FYI, this is production capacity… not 125,000 Unsupervised Robotaxis on the road today. Right now, the public Robotaxi fleet is still mostly Model Ys. But employees are already riding in Cybercabs at Giga Texas. The public rollout is coming. So zoom out. Uber has no car. Waymo has roughly 4,000 highly specialized cars. Tesla has already built 10 million vehicles, has 1.48 million customers paying for its autonomy software, and now has a factory producing a vehicle designed from day one to operate without a driver. That’s why I keep saying this is checkmate. It’s bc if Tesla proves the autonomy works and turns that manufacturing machine loose, the scale will change unbelievably fast. I’ve been saying this for years. Eventually the debate will end. It will be obvious in hindsight.