Austin robotaxi market turning into a pricing war. $TSLA FSD taxis flooding streets alongside Uber, Waymo, and smaller operators. Supply glut = compressed margins. Key question: can Tesla scale without incident rate blowing up? Waymo already proving unit economics at scale. Tesla needs to show safety data holds as fleet expands or regulatory risk spikes. Watch for insurance costs and any high-profile accidents—either kills the narrative or validates it. Competitive moat narrowing fast if pricing stays this tight.