This is all speculation anyway - for all its present brilliant achievement It's years from being in the robotaxi league.
Think about it: there are hundreds of videos out there showing the Beta version doing its thing, probably 60% have disengagements or weird things happening. All very well if there's a driver who is prepared to risk his insurance, but using this technology as a driverless taxi is in a completely different class. For starters you obviously can't have manual controls - passengers can't be allowed ANY input apart from stating their destination. So what happens when the car gets away from its comfort zone? Like unmapped areas, or it routes via some inaccessible area - or any of the edge cases? No manual controls even if the owner manages to find where it is.
It ain't going to happen with the present vehicles, nor IMO with the next generation or three.
And yes, I have seen Waymo and others driving at moderate speed in geofenced zones. Very impressive, but not really in the same league as the suggested robotaxi.