Tesla Cybercab Event Raises Autonomous-Driving Execution Stakes

Waymo is going on offense around Tesla's September 3 Cybercab event, citing 200 million miles, 4,000 vehicles, and 500,000 weekly trips. Amazon's Zoox has moved beyond trials by launching paid Las Vegas airport rides after regulatory approval, with baggage-claim access potentially improving convenience and utilization. The comparison of Tesla's camera-only strategy with Waymo's operating experience and Zoox's commercial expansion raises near-term questions about safety, fleet scale, regulatory limits, demand, and unit economics.