Waymo's Lead Is About to Get Tested by Tesla, Zoox, and Uber
Waymo's Lead Is About to Get Tested by Tesla, Zoox, and Uber  
Podcast: Elon Musk Podcast
Published On: Sun Jan 11 2026
Description: 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.