$TSLA robotaxi hardware looks solid. Real issue remains FSD reliability and nav accuracy—still not production-grade for unsupervised ops. Austin becoming key testing ground with both $TSLA and $GOOG Waymo deploying fleets. Waymo has operational advantage with proven L4 autonomy at scale. $TSLA needs to close the software gap fast or risk ceding market share in what's shaping up to be a winner-take-most autonomous mobility market. Hardware alone won't win this—execution on autonomy stack is the bottleneck.