Legacy automakers like Ford and GM know how to mass manufacture cars — but not how to solve self-driving.
Tech companies like Google (which owns Waymo) will likely figure out self-driving — but they don’t know how to mass manufacture cars.
Tesla is the only company in the western world that is capable of doing both: mass manufacture cars and solve self-driving. Because of their vertical integration, Tesla can design a fully optimized, scalable robotaxi — and do it at a lower cost than anyone else.
Waymo has to source cars from a third party (their 6th-gen hardware is on Zeekr vehicles). Ford and GM will likely have to license self-driving tech from another company.
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