I can reconcile it by saying that I don't think he cares. He's being outcompeted in the self-driving taxi business, such as it is, but he has taken his eye off of that particular ball completely. People forget that he owns less than 20% of Tesla at this point.
If he does manage to outcompete Waymo, my guess is that it will be because he hosed them via regulatory capture somehow, thanks to his buddy in the White House. Or because Larry and Sergey got bored and folded their tent.
