A big company called Tesla wants to make cars that can drive themselves without people inside. These are called robotaxis. Some other companies like Google Waymo and Uber also want to do this. But a person who knows a lot about business, Michael, thinks these car-driving robots will be very expensive to make and not many people will use them for a long time. So he believes that normal cars with drivers and services like Uber and Lyft will still be around for many years. Read from source...

1. The article title is misleading and sensationalized, as it implies that Tesla Robotaxi and Google Waymo are direct competitors to Lyft and Uber, when in reality they are different products with different target markets and business models.
2. The author relies on an outdated report from BofA analyst Michel, which was published in March 2021, but does not provide any updated information or data to support the claims made by the analyst.
3. The author fails to acknowledge the potential benefits and advantages of autonomous vehicle technology, such as improved safety, reduced traffic congestion, lower fuel consumption, and increased convenience for passengers and drivers alike.
4. The author uses vague and subjective terms like "expensive" and "viable and reliable" without providing any clear definitions or criteria to support the arguments made by Michel and Post.
5. The author exhibits a negative bias towards Tesla, as evidenced by the use of words like "lower pricing assumptions" and "larger revenue share", which imply that Tesla's robotaxi service is inferior or less profitable than Uber's or Lyft's traditional ride-sharing services.
6. The author does not provide any evidence or data to back up the claims made by Post, such as the alleged increasing competition in the autonomous vehicle industry being a long-term positive for Uber.
7. The author focuses on the challenges and drawbacks of producing and operating autonomous vehicles, without acknowledging the potential solutions and opportunities that may arise from advances in technology, infrastructure, and regulation.

There are several factors that can influence the success or failure of Tesla, Google Waymo, Lyft, and Uber in replacing each other as major players in the ride-sharing industry. These include technological advancements, consumer preferences, regulatory environment, competitive landscape, and economic conditions. Some of these factors are briefly discussed below:

1. Technological advancements: The development of autonomous vehicle technology is crucial for enabling the widespread adoption of robotaxis. Tesla and Google Waymo have been making significant progress in this area, with Tesla recently unveiling its Full Self-Driving (FSD) Capability feature that promises to enable cars to drive autonomously on city streets, assuming the driver is ready to take over when necessary. However, there are still many technical challenges and safety issues that need to be addressed before fully autonomous vehicles can become a reality. Moreover, other companies like Uber and Lyft have been investing in their own self-driving technology, but they also face similar hurdles and risks. Therefore, the technological advancements of these companies will play a key role in determining their competitiveness and market share in the future.

2. Consumer preferences: The demand for ride-sharing services is influenced by various factors, such as convenience, affordability, reliability, safety, and environmental impact. Customers may have different preferences and expectations regarding these aspects, depending on their needs, values, and willingness to pay. For instance, some customers may prioritize cost savings and convenience over other factors, while others may value comfort, security, or eco-friendliness more highly. Therefore, the success of Tesla, Google Waymo, Lyft, and Uber in replacing each other as ride-sharing providers will depend on how well they can cater to the diverse preferences and needs of their customers, as well as how they can differentiate themselves from their competitors in terms of quality and service.

3. Regulatory environment: The legal and regulatory framework for autonomous vehicles is still evolving and varies across different jurisdictions. This creates uncertainty and challenges for the companies involved in the ride-sharing industry, as they need to comply with various rules and regulations regarding vehicle safety, performance, insurance, licensing, data privacy, and liability, among others. Moreover, some local authorities may impose restrictions or bans on autonomous vehicles due to concerns about public safety, traffic congestion, or social impacts. Therefore, the regulatory environment will have a significant impact on the feasibility and profitability of Tesla, Google Waymo, Lyft, and Uber in replacing each other as ride-sharing providers,