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.