Not to mention, Waymo is moving from Jaguar to Zeekr for its next-gen fleet, meaning 100% import tariffs on those Chinese-built base vehicles before it even beg

Not to mention, Waymo is moving from Jaguar to Zeekr for its next-gen fleet, meaning 100% import tariffs on those Chinese-built base vehicles before it even begins the expensive retrofit process. The core problem with Waymo’s model is its lack of (economically rational) scalability. Shipping finished vehicles to a second facility to strip and rebuild them as robotaxis is inherently inefficient, and cannot be made efficient by scaling up. To achieve meaningful volume, Waymo would need to contract an automaker to build finished robotaxis, ideally domestically or where tariffs are sufficiently low. Obviously Tesla's solution only works if their vision-only strategy bears fruit. Assuming it does (a wildly controversial assumption in this space, but let's go with it for now) the economics are utterly wild. It's difficult to imagine how any competitor could come close to competing on cost or scale. And that's assuming the Model Y, ignoring the as-yet hypothetical Cybercab. I suppose Alphabet could buy the corpse of Canoo. I suspect that if it had a plausible manufacturing ramp, they would have been snapped up quickly. Automotive-scale manufacturing is a crucible, and it destroys most who attempt it. In fact most die long before they begin frfr.