What's the real bear case for TSLA?

[mostlylong]

@Smorgasbord1

So, 5 years to get 4 more cities. Tesla doing that in less than 2 years will show that Tesla will scale its robotaxi business faster, and eventually surpass Waymo. I don’t have a good date for that yet, though.

Waymo could easily have 40 or more cities in two years, and cover all top US metro areas and have some international coverage.

Back in June 2025 you said Tesla would catch and pass Waymo (“pull ahead”) in two years. Sound like now you are retreating from that call.

@Smorgasbord1

@mostlylong

Waymo is way ahead of Tesla when the benchmark is miles of robotaxi fares.

If that’s your benchmark, congrats. Waymo will continue to be ahead of Tesla for another year at least, but 24 months from now, my money is on Tesla pulling ahead.