Not if OEMs don't have the technology. Making cars is the easiest part of self driving. Once you have the tech, you can farm the manufacturing out to many OEMs (like Waymo is doing with Hyundai and Geely) and then OEMs become the middlemen.
If Waymo continues to grow their OEM partner pool, then presumably they'd have a better ability to put cars on the road than Tesla. I'd say right now it's "advantage Tesla" but could easily see this flipped on its head if Waymo announces more partnerships soon. Could very easily see them partnering with major US automakers like Ford or Stellantis (lol maybe even GM, but that seems extreme)
Tesla self-driving doesn't exist and will only work on Tesla vehicles if they ever develop the capability.
Waymo self-driving works now and has been demonstrated on multiple vehicles. Waymo could utilize the manufacturing capacity of the entire auto-industry.
Oh yeah, I totally agree. Should have specified. That advantage only applies to making vehicles. In terms of driving, operation, and pretty much everything else, clearly 'advantage Waymo'
