(https://www.marketwatch.com/story/tesla-and-waymo-are-chasing-the-robotaxi-dream-but-the-company-spending-the-most-to-win-builds-no-cars-at-all-0d8682b9?mod=mw_rss_topstories) while Tesla and Waymo actually build vehicles. This is the opposite of capital discipline — it's a platform company throwing money at infrastructure it doesn't control.

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