Waymo's Robotaxi Empire: Checkmate, Elon

Eat My Dust Tesla

Alright listen up. The numbers don't lie and right now they're screaming 'Waymo!' You see this? 250,000 paid robotaxi rides per week. That's not chump change; that's dominating the playing field. While Elon's over there promising robotaxis that never materialize Waymo's actually out there doing it. Reminds me of that time I shorted Prince's favorite stock – sometimes you gotta bet against the hype even when it hurts. This isn’t about 'fake it till you make it'; this is about 'build it prove it and then dominate.' Something a certain someone seems to be struggling with. As I said before what is the point of having fuck you money if you can't say fuck you?

Partnerships: It Takes a Village (to Beat Tesla)

Pichai's talking about partnerships with Uber automakers and operations businesses. Smart move. This isn't a one man show even if some people *coughMuskcough* think it is. You need the right team the right resources and the right strategy. It’s like Axe Capital – I didn't build it alone and Waymo's not going to conquer the world solo either. Remember what I always say: What's the point of being a billionaire if you wake up every morning just thinking about how to make more money?

Optionality: The Name of the Game

The real play here? 'Future optionality around personal ownership.' That's where the big money is. Get people hooked on the convenience then sell them the technology. Classic move. It's like getting them addicted to a premium cigar then selling them the whole humidor. Once you have people hooked make them pay for it. People don't just want to be driven around they want to own the future and Waymo is positioning itself to sell it to them.

Expansion is Key

Austin San Francisco Los Angeles Phoenix – they are spreading like a virus. And now Atlanta? Waymo is in growth mode and that's how you build an empire. You have to expand before you get outflanked. It's like planting flags on a map claiming territory before someone else does. You snooze you lose and somebody else will come along and eat your lunch.

Lidar vs. Cameras: The Real Tech War

Musk can whine about Waymo's tech being 'expensive' and 'low volume.' He is probably trying to protect his camera only approach. That's the difference between playing the game and being a spectator. Waymo is willing to invest in the best technology even if it costs more upfront. Because in the long run the winner isn't the cheapest; it's the best. Always has been always will be. If you are willing to do things that others aren't you will achieve success.

Zoox Mobileye and Beyond: The Competition is Coming

Don't get complacent. Zoox Mobileye even those international players like WeRide and Baidu's Apollo Go – they're all hungry. Waymo needs to stay ahead of the curve keep innovating and keep pushing the boundaries. The only way to stay on top is to keep climbing. Complacency is the poison that kills empires. You do what you need to do and you do it well. But when the time comes you can live with what you've done