
Tesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22
Published 8/25/2025

Published 8/25/2025
In this episode of The Real Eisman Playbook, Steve is joined by Itay Michaeli, the senior auto analyst at TD Cowen. The two of them discuss all things Tesla, from the company’s declining earnings, the impact of Elon Musk’s politics, the battle with Waymo, and much more. They also discuss China’s…