There is one important thing you are overlooking.There's a difference between YOU, as an individual, doing it and Tesla, the company.
Why aren't Tesla employees taxing home with no one in the driver's seat and posting about it?
Why doesn't Tesla have demo vehicles, even if just 100, driving around without a driver?
Why isn't Tesla getting the same autonomous network permits as Cruise and Waymo?
Even if the geofencing problem limits them to major cities, that's still a huge chunk of the overall ride share market. And they're claiming first-mover right now.
Do Waymo and Cruise have a clear path to profitability?
Their cars are extremely expensive to build and operate. And it's very unclear if they will be able to make a profit.
So the way I see the Robotaxi race is this:
Waymo and Cruise are proving that the technology can work in a geofenced area.
But we don't yet see when or if it will be profitable.
Tesla is proving it can be profitable because it's not geofenced and Tesla can make the vehicles at a much cheaper cost.
But we don't yet see when or if the technology will be ready.
They are all in a race, but they have different finish lines.
The real advantage Tesla has is time. Tesla can continue improving the technology indefinitely until they reach their goal. Waymo and Cruise can't continue losing money forever.