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Ex-Waymo CEO dismisses Tesla, Cybercab: “They’re a car company with a driver-assist system”

  • John Krafcik, former CEO of Waymo, dismisses Tesla and the Cybercab as a car company with a driver-assist system.
  • Krafcik states that Tesla hasn't delivered a single fully autonomous revenue-generating ride yet, while Waymo provides over a million such rides per month.
  • Krafcik criticizes the design of Tesla's Cybercab and argues that a serious robotaxi business would not look like the Cybercab.
  • According to Krafcik, Waymo has a three to five-year lead in the robotaxi sector, deploying an embodied AI replacement for human drivers at scale.

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