3 korrents from this piece
Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.
Their wordsTesla (owned by Tesla) has put on a facade of being operational, but it is not operational in the sense of the other two services, and faces regulatory headwinds that both Waymo and Zoox have long been able to satisfy. They are not on a path to becoming a real service.
Their wordsAs with self driving cars, most of the early players in humanoid robots, will quietly shut up shop and disappear. Those that remain will pivot and redefine what they are doing, without renaming it, to something more achievable and with, finally, plausible business cases.
Their wordsSystems which do require remote operations assistance to get full reliability cut into that economic advantage and have a higher burden on their ROI calculations to make a business case for their adoption and therefore their time horizon to scaling across geographies.