Robotaxi Expansion vs Competition

Expansion to Dallas, Houston, San Antonio continues, but paid miles dropped 36% in June, incidents (Tampa wrong way) and tiny fleets vs Waymo persist. Lidar vs camera debate updated with Waymo 17x safety stat and Tesla 380k driverless miles. Waymo CEO's critique adds pressure; NHTSA investigates camera degradation. Rivian, Lucid, Pony.ai, WeRide intensify competition. Stock recovery partly driven by robotaxi optimism.