Prof G Markets' Dan Chiolan estimates Tesla's Cybercab costs about $25,000 to produce, versus upward of $100,000 for each Waymo vehicle, meaning Tesla could field about four robotaxis for the price of one current Waymo car. The gap narrows against Waymo's cheaper new Ojai van, which Waymo says costs under $20,000 in hardware per car and uses 42% fewer sensors than the Jaguar it replaces. Waymo still drives about seven times Tesla's weekly miles and runs paid rides in 15 U.S. cities, while Tesla runs its Robotaxi without safety monitors in six cities. The article also notes that NHTSA is investigating how Tesla certified the Cybercab, and that Tesla trades at 190x forward earnings, well above its three-year average of 136x.
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TSLAelectric vehiclesself-driving carsWaymovaluation
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 10/30/2026 | 399.82 |
| Change that session | -0.86% |
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $3.5T |
| Close on 10/30/2026 | 279.76 |
| Change that session | -1.43% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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