Tesla's $4.20 Robotaxi Disruption - Waymo Should Be Worried

Benzinga
2025.06.23 13:52
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Tesla's recent Robotaxi launch in Austin, featuring a $4.20 fare, signals a major shift in the autonomous vehicle market. Analyst Doug Anmuth highlights Tesla's ambitious plan to scale from 20 to 1,000 vehicles, competing against Waymo, which currently operates over 1,500 vehicles and has a significant lead in safety and utilization. While Waymo boasts a 250,000 weekly trip run-rate and a strong safety record, Tesla's aggressive pricing strategy could disrupt the market. The competition between Tesla's manufacturing scale and Waymo's data-driven approach is intensifying.