Carlo CocuzziAI Expert, Pod Cast Host, Real Estate Investor and Funding Specialist

Cathie Wood on Waymo vs. Tesla | MOONSHOTS

8 Feb 2026 · 1 min

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1:05

In this segment, Cathie Wood argues that Tesla will emerge as the dominant player in autonomous vehicle ride‑hailing, with Waymo as a distant second. She attributes Tesla’s advantage to its vertically integrated business model, which she claims will enable a cost structure roughly 50% lower than Waymo’s supplier‑dependent approach. Wood notes Waymo’s limited fleet—fewer than 3,000 vehicles nationwide—and its localized deployments, suggesting scalability challenges. She projects that Tesla’s lower costs will allow it to charge about $0.20 per mile, dramatically undercutting Uber and Lyft’s recent price increases (from $2 to $2.80 per mile on average). The overall narrative positions Tesla as the future low‑cost leader in autonomous ride‑hailing, while casting Waymo’s model as less efficient and more expensive.

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We expect Tesla to be the biggest winner. Waymo will be second. And the reason is Waymo's cost structure. It's dependent, unlike Tesla, which is vertically integrated. Waymo is not. And in fact, for a time there, they had trouble attracting an auto supplier. They have fewer than 3,000 cars throughout the United States. So for you to see 10 in one run says they're probably concentrating located close to where you are. They are. Already. So that's, that's interesting. But we think that Tesla's solution from a cost point of view will be 50% lower than Waymo's, and therefore it will be able to charge less. There's huge amount of room for both of them to compete against Uber and Lyft because Uber's average price over the last 4 years has gone up 40% with surge pricing and so forth. So from $2 to $2.80. Tesla will be able to price at 20 cents per mile.