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Physical AI Investor Scorecard Q2 2026 — Waymo $45B Standalone vs Tesla $400B AV Optionality: Financial Metrics Dashboard

Waymo earns est. $150M annualized robotaxi revenue with a $45B standalone valuation. Tesla embeds $100B–$400B AV optionality with FSD revenue already flowing.

18 JUN 9 MIN READ physical-ai waymo tesla valuation

Physical AI H2 2026 Event Calendar — Waymo and Tesla Investor Roadmap: Binary Catalysts and Ramp Milestones

Seven H2 2026 binary events define the Physical AI investor roadmap: NHTSA FMVSS decision, Waymo Atlanta launch, 200K rides, Cybercab production update.

18 JUN 11 MIN READ physical-ai waymo tesla investor