Shares of Tesla soaring 10% today after the company launched its Robotaxy service in Austin over the weekend.

Our Dear Dubosa digs into what it means for this increasingly competitive race and autonomous.

Hey Dee.

Hey, good morning, Carl. So Tesla Robotaxies are finally live, but in reality, they're still in demo mode.

They only operate during the day in good weather and limited areas with a human

driver, not a human driver, a human monitor riding up front in the passenger seat. Now that hasn't

stopped the stock from surging today. As usual, the promise is doing a lot of work here. But by contrast,

Waymo, this is the real non-theoretical autonomous leader for now. It was last valued of $45 billion.

It is buried inside of Alphabet, where investors are focused on whether search is about to be displaced by AI.

And yet, it's already delivering more than 250,000 fully driverless rides per week across multiple cities.

And it continues to expand aggressively.

Amazon Zooks, meanwhile, it's worth

mentioning. It's still in testing, but it is quietly emerging as another challenger with the

backing and the blueprint to catch up. It's even less visible with no clear indication where

it sits within Amazon's financials. So while Tesla continues to get all of the attention,

take a look at this analysis from Morgan Stanley.

Waymo currently has the largest autonomous fleet in the country, and it's on track to operate in five

markets by year end. MS estimates that could grow to 30 cities and nearly 18,000 vehicles by 2030.

Now, Zooks isn't there yet, but it is laying the groundwork fast.

By the end of the decade, it's expected to be in 16 cities with a fleet size of about 8,400

vehicles. Now, Waymo has a head start, but Zooks has similar production capacity and the balance

sheet, of course, from Amazon to match. Compare both to Tesla. There is no fleet size or city count on record. Just a pilot

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