1) Waymo has not "solved" robotaxis as a business. They are not profitable and the vehicles are not truly autonomous (the humans monitoring the vehicles are merely remote. We don't know how many humans are needed per vehicle.)
2) Tesla has zero even remotely monitored, let alone autonomous, miles driven. So no, there is no reason to believe Tesla is close to true robotaxis.
Really, you can't repeat this point enough. Tesla has zero experience in autonomous operation. Their vehicle has not ever driven itself any distance, under any circumstances. There is no reason to believe their software is on the cusp of a sudden improvement. They simply release new major version numbers that have different sets of flaws.
You are correct, Waymo has not solved the economics of robotaxis yet. However Waymo does have a huge head start on the solution. Waymo has been able to manage their scale growth to manage the cost of finding these solutions. It seems like a competitor that hasn't had that will have to pay a lot more to catch up.
2) Tesla has zero even remotely monitored, let alone autonomous, miles driven. So no, there is no reason to believe Tesla is close to true robotaxis.