Waymo has made a lot of progress with self-driving cabs. It completes more than 150,000 driverless rides a week. Tesla hosted a Robotaxi Day to update investors on its plans and t

GM's exit resets the robotaxi race, with Waymo's proven leadership and Tesla's bold ambitions setting the stage for intense competition.

GM just walked away from its robotaxi dream, bailing on its Cruise business as the price tag became too much to stomach. Between the lines: GM can't afford — the cost or the distraction — to work on a moonshot when its core business needs fixing.