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Dec 18, 2025 12:00 AM

Gene Munster Says If It Was A Basketball Game Google's Waymo Would Be Up 50-2 Against Elon Musk's Tesla, But He Has A 'Spoiler Alert'

Fund manager and prominent tech analyst Gene Munster said Alphabet Inc.'s (NASDAQ:GOOG) Waymo is firmly in the lead against rival Tesla Inc. (NASDAQ:TSLA) in the U.S. robotaxi market, while noting that the race was still in its early stages, with plenty of time to close this gap.

Waymo’s 50 To 2 Lead Against Tesla

On Wednesday, in a post on X, Munster stated that Waymo is “out raising money” at a $110 billion post-money valuation, amid reports that the Alphabet-backed company was seeking to raise $15 billion.

Munster, the managing partner at Deepwater Asset Management, added that if the competition between Waymo and Tesla were framed as a basketball game, “Waymo would be up 50–2,” while highlighting the stark contrast in their respective scales in a blog post.

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He noted that Waymo is operating a ...