Move Over, Tesla: This Stock Could Be the Real Winner of the Robotaxi Race

The article argues that Alphabet, via its Waymo autonomous vehicle unit, may be better positioned than Tesla to win the robotaxi market. Waymo is already operating in multiple U.S. cities and generating revenue, while Tesla’s robotaxi service is still limited to select pilot markets. The piece emphasizes Alphabet’s first-mover advantage, stronger deployment momentum, and a more cautious technical approach using LiDAR and radar versus Tesla’s camera-only system. It also notes regulatory hurdles across the U.S. as a key risk for the sector, with Alphabet seen as more likely to gain broader approvals sooner. Overall, the market implication is constructive for Alphabet’s long-term optionality in autonomous mobility, while the article is comparatively bearish on Tesla’s near-term robotaxi prospects.