Waymo's Lead Is About to Get Tested by Tesla, Zoox, and U...

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Elon Musk Podcast?

This episode is 14 minutes long.

When was this Elon Musk Podcast episode published?

This episode was published on January 11, 2026.

What is this episode about?

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...

Can I download this Elon Musk Podcast episode?

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