Tesla's ambitious roadmap targets 2 million Cybercabs annually, a scale that dwarfs current autonomous vehicle deployments. Meanwhile, Waymo operates roughly 2,500 vehicles on roads today. The production gap is staggering—Tesla could theoretically replicate Waymo's entire active fleet in a single day at projected capacity. Yet market sentiment frequently favors the latter, raising questions about how investors evaluate competitive positioning in the self-driving race. Production numbers tell one story; market execution and regulatory clearance tell another.