Tesla's (TSLA) got some catching up to do, says Steve Westly. He thinks the Robotaxi event was well received, pointing to the share price reaction. But, now Steve's wondering how long Tesla will take to have paying customers, launch in new cities, and go through regulatory hurdles that companies like Waymo have already been through. He also points to Chinese EV makers as a possible threat to sales growth. Ultimately, he thinks TSLA may have a flat to down auto sales year as investors shift the focus to its tech offerings rather than its cars. He names BYD (BYDDY), Pony AI (PONY) and WeRide as international autonomous driving companies to keep on the radar.