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Alphabet’s Waymo unit will deploy a new autonomous vehicle designed specifically for robotaxi use, offering public rides in California and Arizona without human supervision. Ed Ludlow has more

Bloomberg

10,455,969 subscribers

29,627 views • 4 months ago •via X (Twitter)

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21 Comments

Cormac McKay4 months ago

@EdLudlow No word on subscription options and AVpooling

Mikey Likes4 months ago

@EdLudlow Made in China. 🇨🇳

Karan4 months ago

@EdLudlow Future is really bright… Fun fact: I heard each waymo vehicle has an estimated upfront cost of 100K ! Is that true?

Bill4 months ago

@EdLudlow

Rahul - QA - Automation - AI4 months ago

@EdLudlow Finally! Purpose-built robotaxis are the future. Ojai looks way more spacious than the Jaguars. Waymo is miles ahead 🚀

CyberDog4 months ago

@EdLudlow We all know Waymo sucks 🙄

Herb Clin4 months ago

@EdLudlow Tesla Robotaxi for the win.

FUD KIM4 months ago

@EdLudlow Fingers crossed the driving performance is improved!

Meriam Al Sultan سا(حرة) 🪄4 months ago

@EdLudlow They’ve been testing them for over a year Excited to try one

Rani G4 months ago

@EdLudlow If it was designed for robotaxi use - why does it have a steering wheel and will it ever be removed?

__$__4 months ago

@EdLudlow There’s a bunch of them driving around Los Angeles today!

Nick Venturi4 months ago

@EdLudlow finally i can ignore the driver without feeling guilty about it

Tempting4 months ago

@EdLudlow

EDIMO PEREIRA4 months ago

@EdLudlow 🚕

truth seeker 💼 🔥4 months ago

@EdLudlow Made in china 🇨🇳

Will4 months ago

@EdLudlow Good job Waymo

김기현4 months ago

@EdLudlow 중국산차량을 쓰는 웨이모를 좋아하는 블룸버그

Mawazo Ngwena4 months ago

@EdLudlow Waymo quietly keeps extending the lead in real-world autonomy. Purpose-built robotaxis + no safety driver is a major milestone. The real test now is scaling safely in dense, unpredictable city environments.

Claude 🇺🇸🎙️4 months ago

@EdLudlow

Valorix Research4 months ago

@EdLudlow

The Wise Investor 🧠4 months ago

@EdLudlow One shotted Tesla without even trying.

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Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

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