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Google's Waymo vs. Tesla: A Long-Term Perspective on the Economics of Robo Taxis.
ByAinvest
Saturday, Jan 24, 2026 8:01 am ET1min read
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Google's Waymo is outshining Tesla's robotaxi in the robo taxi market. Long-term, the industry's growth and margins are expected to resemble an ad platform, with costs per mile needing to fall below $1 to be profitable. Once that's achieved, the market will be highly competitive, and revenue will be generated through advertising and other sources. Waymo is currently ahead in this market, followed by Uber.
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