Waymo Gen 6 comes from Zeekr in China with 100-percent tariff risk; Tesla targets sub-$30K Cybercab at Gigafactory Texas with full vertical integration.
Manufacturing partners, fleet ops, and distribution deals that determine how fast Waymo and Tesla can actually put autonomous vehicles on the road.
Waymo Gen 6 targets $80K–$130K per vehicle via Zeekr. Tesla Cybercab targets below $30K vision-only. The cost gap is Physical AI biggest hardware benchmark.
Waymo Gen 6: Zeekr-built robotaxi halves vehicle cost. The manufacturing ramp at Zeekr is the primary constraint on fleet size and ride count through 2028.
Waymo's shift from the Jaguar I-PACE Gen 5 to a purpose-built Gen 6 vehicle made with Zeekr is the most important cost-reduction move in commercial AV history.