Alphabet’s Waymo is heading for a financial wall: its cost structure will be 50% higher than Tesla’s by 2030. While Waymo remains tethered to outside manufacturers, Tesla’s vertical integration will cause transportation costs to collapse entirely. This isn't just a lead; it's a total market takeover that leaves competitors unable to compete on price. Is Waymo’s business model fundamentally doomed, or is this "cost collapse" just unrealistic hype? What’s your take?
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