Tesla shares are down about 2% this week, putting the stock on track to end a two-week winning streak as investors assess competition from Waymo and regulatory questions surrounding Tesla’s Cybercab robotaxi (self-driving taxi service). Gerber Kawasaki CEO Ross Gerber posted photos on X showing rows of Waymo vehicles at a Santa Monica facility and said the site appeared to contain hundreds of vehicles awaiting deployment. Waymo operates more than 4,000 vehicles across 15 U.S. cities, completes over 500,000 paid rides weekly, recently entered Las Vegas and plans to reach one million weekly rides by year-end. Tesla’s Cybercab service is limited to selected parts of Austin, while the company’s rollout is being examined by NHTSA (U.S. auto-safety regulator) because the vehicle has no steering wheel, pedals or mirrors. Tesla must answer 21 questions by September 30 on braking, steering, mirrors, rear visibility and passenger controls. Gerber criticized Tesla for launching the pedal-free vehicle without seeking an exemption. His firm held 279,997 Tesla shares worth about $117.8 million as of June 30, based on Koyfin data. Tesla had 420 registered autonomous vehicles in Texas around the Cybercab commercial debut, including 45 Cybercabs, compared with 988 registered Waymo autonomous vehicles. Federal exemptions can cover up to 2,500 vehicles per manufacturer annually, and Amazon-owned Zoox received one in July. Tesla says its camera-based system and lower vehicle cost could support broader expansion; Musk previously said Cybercab could cost below $30,000 and eventually reach annual production of at least two million units. Separately, Goldman Sachs on September 16 cut its third-quarter Tesla delivery estimate to 435,000 vehicles from 490,000, below the reported Wall Street consensus of 456,000.