Tesla, Inc. launched its camera-only, steering wheel-less Cybercab robotaxi in Austin, marking a pivotal shift toward AI-driven mobility. TSLA's cost-efficient, scalable approach could disrupt the potential $1.4 trillion robotaxi market, but regulatory hurdles and geographic limitations remain significant. Waymo leads in U.S. robotaxi operations with 500,000 weekly rides and rapid city expansion but is unprofitable and capital-intensive.
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