We've been hearing this 'Tesla has so much data!! Tesla FSD and robotaxis any day now!!' bullshit for probably a decade now.

They are certainly far behind their original schedule, but do you mean to suggest that they are not making progress?

If the original schedules hadn't been made public knowledge, the progress they have made would seem quite fast-paced.

If Waymo didn't exist, maybe.

If Waymo didn't exist, we'd instead be lauding the progress of Wayve, Pony, and WeRide.

At this point, Tesla have the potential to be at best maybe #5 globally. No wonder they're so desperate to hide behind a tariff wall in their home market.

If this were the case Waymo would already be gone. Tesla, under Musk, has missed a big opportunity. The claims of FSD "next year", by Musk for the past decade, fall on deaf ears now. While Waymo was focusing on building it Musk was multi-tasking and letting Tesla falter. RIP Tesla and what could have been. The reality is more clearly that Tesla could have been an amazing EV platform in totality. Instead they are being beaten in: driverless, PSD/FSD, and home energy production & storage. The only thing Tesla has a real lead in is still their EV power distribution footprint. I wouldn't be surprised to see that sold off in the next 5 years given their direction.

And yet Tesla's FSD v14 critical disengagement rate is behind where Waymo was over a decade ago, when Waymo first started reporting this figure, even worse in city driving to compare apples to apples.