Waymo's Lead Is About to Get Tested by Tesla, Zoox, and Uber

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Recorded11 Jan 2026

Publisheranchor.fm ↗

Handlerec:15248979

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San Francisco is about to become the only city where four robotaxi companies compete for riders. Waymo has 1,000 vehicles and freeway access. Tesla still needs safety drivers and faces a $240 million legal judgment. Zoox plans paid rides in the second half of 2026. Uber is partnering with Lucid on $100,000 luxury vehicles. I break down each company's technology, timeline, and chances of success.

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