Let's be perfectly honest, $TSLA is overpriced as both auto stock and an AI stock.
You could be right on this. Markets are notorious for being crappy at pricing value. Of course, you could be wrong.
As for your views on autonomy, I think you are mistaken. To claim that Tesla does not have this is incorrect.
Waymo vehicles are autonomous because they can navigate the chaotic roads without a driver.
Tesla does this. It is supervised meaning someone is the vehicle. However, when engaged the car drives itself. This is not level 5 autonomy but it is autonomous. Of course, Waymo fails the definition too since it does have operator ready to step in.
Hence, Waymo does not run without operators ready to intervene. So what is the difference?
I saw today that Tesla has been mapping out the WB Studios for 3 months, and it looks like there is some credible evidence that the Cybercab doors being opened were all human controlled.
That might be true. There was likely no FSD configured for that as of yet. They just contoured it for the Cybertruck.
The cybercab demonstration was synchronized and planned, there were no chaotic elements for the autonomy to navigate.
Unlike the vehicles with FSD which can operate the vehicle without the human "driving": As for your view of Waymo being autonomous, try to put it in a city that it is not in.
It cant. So you are comparing a prototype geofenced for a demonstration to Waymo's business model. I know you said that you arent sold on them being successful. However, you do use them as the poster child for autonomy it seems.
As for Ross Gerber, that is the guy who kept claiming that Elon diverted the GPUs to XAI over Tesla as a sign he was focused on other things. The guy failed to mention the facility in Austin was under construction.
Just another I hate Elon guy.
The difference is the legal burden.
If a Waymo vehicle causes an accident, then Waymo the company is responsible and accountable for the legal costs of that accident.
This legal burden is why they have lots of cameras, sensors, LiDAR, geofencing, mapping and redundancies built in to limit their exposure to risk.
Supervised FSD puts the legal burden on the driver/owner of the Tesla. Tesla the company isn't legally responsible for any accidents or mishaps on the road involving Tesla vehicles. Tesla vehicles don't have LiDAR, sensors and redundancies built in for safety to limit their legal burden. Supervised FSD Critical Interventions are still way too high for Tesla to assume this risk.
I think I would be way more confident in saying that Tesla has solved autonomy once they're confident in their own product enough to assume the legal burden. This risk would be absolutely massive considering the 2M+ Tesla vehicles out on the roads.