Westly: TSLA Needs to Hit Gas on Robotaxi, GOOGL Waymo Gaining Speed

When it comes to Tesla's (TSLA) 2026, Steve Westly isn't optimistic on car sales, calling for a second straight year of declines. As investors price the stock on autonomous aspirations, Steve says the company needs to emphasize the shift to robotaxi with a regulation push and expansion to more cities. Tesla faces a key competitor in that expansion: Alphabet's (GOOGL) Waymo.

Segment originally aired on Thursday, December 18, 2025.

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