After watching dozens of Tesla Cybercabs picking up passengers at Austin’s Formula 1 Grand Prix, and more recently seeing them on the streets of Irving, I’ve been wondering whether Tesla could overtake Waymo. Waymo pioneered commercial autonomous transportation, but Tesla may have extraordinary advantages in manufacturing cost, production speed and geographic expansion. Could those advantages outweigh Waymo’s considerable head start? And might the company that can deploy vehicles fastest, rather than the one that arrived first, ultimately dominate this emerging market?