Travis Kalanick, former CEO of Uber, has stated that Waymo is "obviously" ahead of Tesla in the robotaxi race, with the two companies rolling out autonomous vehicles across the US. He also revealed that Tesla needs a "ChatGPT moment" for vision-based autonomous driving to catch up. These comments were made during an appearance on the All-In podcast. Kalanik also revealed his involvement in a new robotics venture called Atoms, which he recently unveiled. The company's 6th-generation hardware has reduced its sensor count by 42% and brought per-unit hardware costs below $20,000, a 50% reduction from the previous generation. Waymo operates fully driverless rides in 10 US cities, delivers around 400,000 paid rides per week, and is targeting 1 million weekly rides by the end of 2026. However, Tesla's position is far more modest, operating only 35 vehicles in Austin with in-car safety supervisors and has reported 15 crash incidents since June 2025.