Part 8/10:
Goldberg and Bowa engage in a lively debate over the pacing of Tesla's ramp-up versus that of Waymo. While Bowa asserts that Waymo's lengthy rollout becomes a challenge, Goldberg is optimistic about Tesla's potential to scale much faster than Waymo, citing the company's extensive infrastructure, technology, and vehicle availability.
Goldberg’s arguments rest on the premise that Tesla is better poised to adapt and grow due to its investments in existing automotive infrastructure and advanced AI technology. He insists that the future acceleration of Tesla's robo-taxi services will happen exponentially once initial deployments succeed.