Illustrative photo of Elon Musk tweeting dismissal of Waymo amid Tesla's robotaxi launch plans in Austin.
Illustrative photo of Elon Musk tweeting dismissal of Waymo amid Tesla's robotaxi launch plans in Austin.
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Elon Musk claims Waymo never had a chance against Tesla

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Tesla CEO Elon Musk dismissed Alphabet's Waymo as a competitor in autonomous driving, stating on X that it 'never really had a chance' against Tesla. The comment responded to Google DeepMind Chief Scientist Jeff Dean's highlight of Waymo's superior rider-only autonomous miles. Musk's remark comes amid Tesla's plans to launch unsupervised robotaxis in Austin soon.

On December 10, 2025, Elon Musk posted on X, replying to Jeff Dean's observation about the disparity in autonomous driving experience. Dean noted that Tesla lacks the volume of rider-only autonomous miles compared to Waymo, which has reached approximately 100 million such miles as of recent data. He described Waymo's safety data as compelling.

Musk responded: "Waymo never really had a chance against Tesla. This will be obvious in hindsight."

This exchange highlights the ongoing rivalry between the two leaders in U.S. self-driving technology. Waymo, owned by Alphabet, operates fully driverless commercial services in cities including San Francisco, Phoenix, Los Angeles, and Austin. Its latest safety report shows a 91% reduction in serious injury-causing crashes compared to human drivers.

In contrast, Tesla's robotaxi service, launched in Austin on June 22, 2025, still requires safety monitors. In Austin, monitors occupy the passenger seat on local roads and the driver's seat on highways; in the Bay Area, a monitor is always in the driver's seat. Tesla has logged over 550,000 robotaxi miles, but none are rider-only without supervision.

Musk reiterated plans to remove safety monitors from Austin operations within three weeks, stating, "Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them... in about three weeks." This would align with his earlier promises from September, October, and November to achieve unsupervised rides by year's end.

Tesla employs a vision-only approach, differing from Waymo's use of LiDAR, which Musk has previously called a 'fool's errand.' Tesla aims for global scalability through over-the-air updates on its existing fleet, while Waymo focuses on dedicated vehicles in major cities. Tesla's safety reports have faced criticism for comparing supervised Full Self-Driving to human drivers without granular injury data.

What people are saying

Reactions on X to Elon Musk's claim that Waymo 'never really had a chance' against Tesla are polarized. Tesla enthusiasts highlight Tesla's massive data scale, lower costs, vision-only AI, and fleet size as unbeatable advantages. Skeptics and Waymo supporters emphasize Waymo's lead in fully driverless miles (96M+), safety data, and operational robotaxis today, calling Musk's statement delusional. High engagement around Musk's original post and analyses.

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Tesla robotaxi in Austin with long wait times, safety driver visible, discount sign, and frustrated passengers comparing to Uber.
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Tesla robotaxis underperform in Austin despite discounts

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A Jefferies analysis found Tesla's robotaxis in Austin cheaper than Uber but with longer wait times and suboptimal routes. The firm noted most rides still require safety monitors. Meanwhile, Tesla has made no progress toward driverless approvals in California.

Tesla has acknowledged in a filing with California's Public Utilities Commission that its robotaxi service requires in-car human drivers and US-based remote operators. The company argues this setup is more reliable than Waymo's fully driverless system, citing a December 2025 San Francisco blackout. Tesla contrasts its approach with Waymo's use of remote workers in the Philippines, which has drawn criticism from lawmakers.

Reported by AI

More than a month after Tesla announced unsupervised robotaxi operations in Austin, the vast majority of rides continue to include safety drivers. Analysts report that only a small fraction operate without monitors, despite promises of rapid expansion. The company remains cautious to avoid accidents as it progresses toward full autonomy.

Following the recent halt of Model S and X production to boost the Optimus robot, Tesla faces regulatory hurdles, a key Cybercab leadership departure, and competition from BYD, now the top EV seller. Disputes over Autopilot and Full Self-Driving persist amid zero reported autonomous test miles in California for 2025.

Reported by AI

Tesla has reported five additional collisions involving its Austin-based robotaxi fleet in December 2025 and January 2026, bringing the total to 14 incidents since the service launched in June 2025. The fleet, mainly Model Y vehicles with engaged autonomous systems, shows a crash rate higher than human-driven benchmarks. Despite this, Tesla started limited driverless rides in late January 2026.

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