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Robotaxi Risiko: Waymo Opens Fire on Tesla Cybercab
On September 1, 2026, Waymo publicly attacked Tesla, arguing that autonomous driving at scale requires cameras, lidar, and radar, and that pure end-to-end systems remain unreliable. The move came one week before the expected debut of the two-seat Cybercab on September 3. This desk reads the clash as a game of Risk over a market worth hundreds of billions: the competitive axis is shifting from software quality to verifiable operational proof, and the moat lies in deployment.
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