Waymo, Alphabet’s autonomous driving unit, is still unchallenged in the robotaxi sector, outpacing Tesla’s Cybercab and FSD system. This is, at least, according to John Krafcik, Waymo’s former CEO. 

Krafcik shared his thoughts on Waymo, Tesla, and the Cybercab in an interview with Business Insider.

Still Not a Competitor

Krafcik, who led Waymo until 2021, previously noted that Tesla is just an electric vehicle maker with a “really good driver assistance system.” In his recent comments, the ex-Waymo CEO noted that his position regarding Tesla is still the same.

“Tesla has aspired to compete with Waymo for nearly ten years, but they still don’t. They’re a car company with a driver-assist system. They haven’t delivered a single fully autonomous revenue-generating ride yet, something Waymo is already doing a million times a month,” Krafcik noted.

Tesla is currently aiming to launch a robotaxi service using its Unsupervised FSD system around June 2025. Waymo, for its part, has noted that it is providing over 200,000 rides a week across several U.S. cities.

Cybercab Design Criticism

Tesla’s Cybercab, a sleek, two-seat robotaxi revealed in 2024, failed to impress Krafcik. While the Cybercab looks like a vehicle straight out of a science-fiction story, the former Waymo CEO noted that a company serious about building a safe and accessible robotaxi would not come up with an autonomous car that looks like the Cybercab.

“If a company were serious about building a safe and accessible robotaxi business, it would look nothing like what was shown,” Krafcik noted. He also defended Waymo’s use of multiple sensors on its vehicles. “The cost of a robust sensor set, including lidar, is trivial on a per-mile basis. Even more so for mapping. And the safety benefits measured in human harm reduction are real and verifiable.”

Three to Five-Year Lead

Ultimately, Krafcik noted that Waymo should have an edge in the robotaxi business for at least three to five years. “They are the only company in the world successfully deploying an embodied AI replacement for a licensed human driver that can be integrated into any vehicle — and doing this at scale with third-party data verifying significant performance and safety advantages over human drivers,” he stated.

Tesla stock rebounded over 20 percent in the past five trading days, and, coincidentally, the boost came just after Tim Walz said he gets a boost from watching the automaker’s shares fall.

Although Walz’s pushback against Tesla stock mostly comes from his evident distaste for CEO Elon Musk, who has joined President Donald Trump’s team as the head of the Department of Government Efficiency (DOGE), it seems he might not have realized the EV maker’s shares make up a portion of his state’s pension fund.

This was something Shark Tank’s Kevin O’Leary mentioned last week after Walz’s comments. However, now that Tesla shares are rising once again, Walz is backtracking by saying that his comment from last week was his attempt at humor.

Walz said:

“I have to be careful about being a smartass. I was making a joke. These people have no sense of humor.”

NEW: Tim Walz says he was totally joking when he celebrated Tesla stock going down, says Elon Musk makes him unhealthy.

The comment came after Walz apparently didn’t realize his own pension plan owns Tesla stock.

“I have to be careful about being a smartass. I was making a… pic.twitter.com/w1QHAYyvco

— Collin Rugg (@CollinRugg) March 23, 2025

Tesla shares have rebounded nicely since a substantial drop so far this year.

Although the stock is still down about 28 percent this year, things are looking better for the company as it now shifts its focus to the release of several affordable models, the ramp of the new Model Y “Juniper,” the release of the Cybercab and Robotaxi platform in Texas and California, and other potential catalysts like the Optimus robot.

Tesla aiming to produce first “legion” of Optimus robots this 2025

Last week’s All-Hands meeting from Tesla was publicly broadcast on X and seemed to be the response many investors were hoping for as questions started to seep in regarding Musk’s commitment to the company.

While his attention seems to be on solving government spending and eliminating corruption, it is evident Musk is still paying attention to what is going on at Tesla.

Shares are up over 10 percent at 1:05 p.m. on the East Coast, trading at around $274.

Tesla has staged a comeback in Norway’s electric vehicle market with the launch of the new Model Y. With deliveries starting domestically, the new all-electric crossover has reclaimed its spot as Norway’s most registered car this month and year-to-date.

Tesla’s results in Norway this month could be seen in Elbilstatistikk, which closely tracks EV registrations in the country.

New Model Y Boost Tesla in Norway

Data from Elbilstatistikk revealed that Tesla Norway has seen over 1,000 Model Y registrations this March so far, more than twice the tally of its closest rival, the Volkswagen ID. Buzz, which has over 400 registrations. The new Model Y’s comeback also resulted in the all-electric crossover being the county’s top electric vehicle year-to-date, with 2,032 registrations so far.

The new Model Y’s dominant performance in Norway hints at the vehicle’s strong appeal to consumers, especially considering the controversial nature of the company’s CEO, Elon Musk, today. Sentiments against Musk have been notable as of late, resulting in some Tesla owners feeling the brunt of vandalism and abuse incidents in the United States, Canada, and some areas of Europe.

High Hopes for New Model Y

The Model Y comprises a huge portion of Tesla’s global sales. During Tesla’s Q1 2025 All-Hands meeting, Elon Musk highlighted that the Model Y is the company’s most successful vehicle so far. Such comments are accurate considering that the Model Y classic became the world’s best-selling vehicle by volume in both 2023 and 2024. As per Musk during the recent All-Hands meeting, the revamped Model Y should be able to achieve such heights this year as well.

“Model Y became the best-selling vehicle in the world. You know FYI, we do make the best. It’s like, how are we doing in our popularity? Well, we actually literally make the best-selling car on Earth, of any kind. That’s two years in a row. And it’s going to be the best-selling car on Earth again this year,” Musk stated.