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So while a company like Waymo can develop a top-notch autonomous vehicle system, Uber has strong distribution already in place and knows how to operate a fleet.

Waymo’s robotaxis are fully driverless and expanding fast, while Tesla’s service is still limited and invite-only. The gap is bigger than you think.

By comparison, current industry leader Waymo operates 1,500 driverless taxis — including about 100 in Austin — in partnership with Uber.