Well you should keep in mind that my cat matches Tesla when it comes to self-driving taxis. My cat runs 0 self-driving taxis. Tesla runs 0 self-driving taxis.
The problem with Waymo is simple: at the price they're doing it, it isn't worth doing. Waymo only works with real drivers ready to take over at the first sign of trouble, so it's at best level 3 self driving, definitely not level 4. This may compare favorably with Tesla's taxis who failed level 3 self-driving and proved to be unsafe at level 2, which really is failing level 2 if we're honest.
I mean, Musk SCREAMs in the news they're improving, but let's not forget this is the same Musk that promised level 5 self-driving by 2016 (2014 if you count ...). And if you can tell: yes, I'm still pissed about believing him enough to pay for that.
I beg to differ, waymo doesn't have humans ready to take over at the first sign of trouble, there are no remote-driven Waymos. The operators make remote high level executive decisions by clickin items in a menu, not by driving.
Also Waymo is cash positive per car, and more expensive then human drivers - they accidentally unlocked a premium market where people are happy to pay extra to not deal with other humans. At their price point its certainly worth doing the robotaxi business
The chinese already run self driving taxis in ~20 cities, more then Waymo and certainly outpacing Teslas. The Duopoly ship sailed.