He's good at identifying ideas whose time has come, I'll give him that much credit. Ransacking the US Treasury wasn't on the radar, though, as far as I could see.
https://waymo.com/blog/2024/03/scaling-waymo-one-safely-acro...
Note the date. Tesla still doesn't have a taxi.
Self-driving taxis will be a "market" someday, but not yet, and when they are, there is no reason to think Musk will be a force to be reckoned with. (Well, no reason other than the regulatory capture that he's no doubt putting into place now, that is.)
from their blog that GP linked to, which says they gave 4 million rides in 2024, which seems like more than a "science faire side project", whatever that's supposed to mean.
If he does manage to outcompete Waymo, my guess is that it will be because he hosed them via regulatory capture somehow, thanks to his buddy in the White House. Or because Larry and Sergey got bored and folded their tent.