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HEAD TO HEAD: WAYMO VS TESLA ROBOTAXI Although Waymo has operated its robotaxi service for several years, Tesla Robotaxi already offers more confident and comfortable rides for passengers. Don't believe me? Check out the side-by-side video below comparing Waymo and Tesla Robotaxi entering Terry Black's BBQ parking lot. Waymo...

462,603 Aufrufe • vor 1 Jahr •via X (Twitter)

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Again… don’t be a dumbass and do stupid shit like this fool just for clicks and attention. Josh West intentionally grabbed and pulled on the steering wheel of a Tesla Robotaxi during a ride to see what would happen. He did it multiple times from the backseat. The Robotaxi responded by braking, giving safety alerts, and contacting support. He also unbuckled his seatbelt while the vehicle was moving and, after the ride, put one of his own stickers on the Robotaxi. The Tesla team reviewed the trip, cited safety violations and property damage, and suspended his Robotaxi access. Then he turned around and made a video titled “I Got BANNED From The Tesla Robotaxi Network… So You Don’t Have To!” No… You didn’t do this “so we don’t have to.” Nobody needed you to grab the steering wheel of an unsupervised Robotaxi. Nobody needed you to intentionally trigger its safety systems. Nobody needed you to put your sticker on a vehicle that doesn’t belong to you. You did it for content. And this is exactly the kind of stupid shit that pisses me, many investors, and many hardworking employees on the Tesla team off. The Tesla team has spent YEARS working their asses off to make unsupervised Robotaxis a reality. Engineers have dedicated countless hours to building, testing, and improving this technology while Tesla fights through regulatory scrutiny and proves the system can safely scale. Then a fool gets access and intentionally fucks with the vehicle for a YouTube video. Think about how selfish that is. Millions of people are waiting for this technology to expand. Tesla employees have spent years of their lives working to get it this far. The last thing the program needs is some attention seeker intentionally creating safety incidents for clicks. If you’re lucky enough to get access to a Tesla Robotaxi, respect the fucking technology, respect the vehicle, and respect the people who spent years building it. Sit down and buckle up. Keep your hands off the steering wheel. Don’t put or do shit on a car that isn’t yours. And enjoy the fucking ride. It really shouldn’t be that difficult. The Tesla team has worked too damn hard to get to this point for fools chasing YouTube views to jeopardize it for everyone else. Don’t be like this fool.

Teslaconomics

103,448 Aufrufe • vor 1 Monat

Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?

No Safe Words

11,308 Aufrufe • vor 6 Monaten

Just weeks ago I considered this to be a map of Superchargers. The foundation that made EV’s a going concern for the first time. But it’s not. These dots represent fully permitted and built power stations in an era where every AI player is trying to figure out how to get power for compute. This is the largest electrical power moat I’ve ever seen that can fully supply current and future charging needs while collecting and storing cheaper power during off-peak to supply an AI revolution. Elon doesn’t care who knows anymore. 2nd place is… crumbs. AWS was built from excess server space needed during peak demand. Now it’s bigger and more valuable than the core Amazon retail business. Tesla is about to drop a hardware smackdown right in the face of software engineers. AI prototypes are easy. Scaling is hard. If only Tesla had a factory pouring out millions of chips each year that are underutilized 95% of the time. Each with their own battery storage. Imagine that. Tesla could call them ‘cars’. And that power moat? It’s all fully upgradable. It’s primed to be tripled. Only a handful of Tesla charging stations currently have solar and/or Megapacks. For 14 years Tesla has permitted and built the gas stations of the future around the world. Everyone said it would fail. All of them were wrong. And now Tesla is in a process of creating a possible 10x value stamp on those stations that should have never been built. It makes you wonder, When a vehicle now leaves the Tesla factory; how do we even begin to calculate the economic production that it will generate during its lifetime? It’s a Robotaxi, energy storage, and a fully sealed/cooled compute processor. They may as well start shitting gold out of a tailpipe.

No Safe Words

56,740 Aufrufe • vor 2 Monaten

Uber is Dead, my reflections on Waymo I’ve been in San Francisco for just over a week, during which I’ve taken 7 rides with Waymo, a similar number with Uber, and a few with FSD Teslas. My journey to SFO via Uber was alarming—the driver veered out of the lane multiple times and nearly crashed on a ramp, seemingly vying for a one-star rating or to genuinely scare me. Conversely, my experiences with Waymo were virtually flawless, if you don’t consider overly cautious driving a fault. I experienced a minor hiccup when we got stuck behind parked cars because the vehicle thought they were queuing at a red light. It quickly resolved the confusion and moved on, which was rather amusing. Waymo, and other Level 5 autonomous vehicles, are poised to revolutionize the movement of people and goods. The most apt analogy I can think of is that Waymo is transforming the real world into an automated Amazon warehouse, with people as the goods and Waymo vehicles as the robots shuttling them around. With the advent of personal transportation becoming incredibly affordable, sending anything from point A to point B using a self-driving electric vehicle will soon be within easy reach. One of Waymo’s standout features is privacy. Riding in an Uber often means being subjected to the driver’s loud group chats on some app, making the journey neither quiet nor private. In contrast, Waymo offers a fully private experience, allowing you to have confidential phone conversations or chat freely with fellow passengers without distraction. Waymo also reimagines the concept of a car. Without the need for a driver, we can eliminate the front console, reduce weight, and remove the steering wheel. This opens up possibilities for passenger seats to be reoriented, perhaps facing backwards, or for the vehicle to become a mobile living room. Tomorrow’s vehicle designs will differ drastically from today’s. Destinations that are currently expensive and logistically complicated to reach via Taxi/Uber, often lying outside public transport routes, can be simplified to a single “Waymo” journey. This could shift the current model of “Uber + public transport + Uber” to a more streamlined experience. As more cars become self-driving, we could see a reduction in the amount of time cars are parked—from 99% of their lifetime to perhaps just 25%. This not only improves unit economics but could also decrease the number of cars on the road. This transition represents one of the most significant shifts for Generation X. In conclusion, the future is autonomous, electric, and efficient. Uber, as we know it, is dead.

Linus ✦ Ekenstam

6,101,307 Aufrufe • vor 2 Jahren

What happens when an autonomous robotaxi gets into an accident? So far, nothing. Yesterday, I rode in a Zoox robotaxi and got hit by an RTC bus in front of New York New York. The Zoox was trying to turn right into New York New York on Tropicana Avenue just after crossing Las Vegas Boulevard and the bus was trying to get over to make its stop. What I saw, was the RTC bus merging into the front left of the Zoox robotaxi and then a crunching sound followed by a grinding sound. Pretty sure it was the RTC bus at fault. Impact detected. The Zoox robotaxi stayed in place while a warning popped up on the user display. Zoox support came over the in-car speaker and asked if I was okay and then eventually had me exit the vehicle at the New York New York rideshare area. Then, it just took off. The RTC bus? It also took off. The driver never got out to check to see what happened. Loaded up some passengers and went about the day. Nobody stayed around to file a police report, so I did. The Nevada State Troopers are scratching their heads at what to do here and so am I. Now I have a lot of questions that won’t get answered probably. I am okay and not injured thankfully, just shaken up a bit. As far as riding Zoox again, I feel it is safe to ride and highly recommend trying it out if you haven’t. On a side note: The Zoox took the hit pretty well and I couldn’t see damage when I checked it out. The bus had a nice scrape on its right wheel fender. I will keep you all updated on this.

Chris Holmes

94,476 Aufrufe • vor 5 Monaten

Today I had my first demo drive in a Tesla. It was also my first time ever sitting in one. This was the first car I’ve ever sat in the driver’s seat of where I didn’t touch the steering wheel for over 20 miles. Before I even got to the car, the people who had demoed it before me were an older married couple who were absolutely euphoric. They thought it was so cool that the car could drive itself. The Tesla employee told me this happens all the time. People come back from demo drives and tell the next test driver that they’re about to have an amazing experience. Little did I know, I’d end up carrying on the torch to the next couple demoing it after me. There was a ton of construction where I demoed the car, and FSD handled the entire drive extremely well. And yes, it can go through a drive-thru and stop at each window. The only thing I had to do was tap the pedal because it wouldn’t leave on its own, but it was still wild seeing the AI stop perfectly at the second window and wait. There are a million things I could write about why a Tesla feels like a better car and how much more it offers compared to a regular car. But for now, I’ll stick to FSD. There were only two moments that made me a little uneasy. The first was pretty minor. The car slightly hesitated going up a driveway, but quickly made up its mind. The second was more noticeable. I didn’t realize the car was nagging me. Once I touched the steering wheel, nothing happened, so I pulled it right a little harder, then let go. After that, the car turned left and crossed a double yellow on a backroad. (and yes I know you can sue the volume knob) I’m not totally sure if it was trying to pull over or what it was doing. I wanted to see how it would handle the situation, but there were cars coming, so I took over and corrected it. One of the coolest moments was when I thought FSD was glitching because it came to a complete stop in the middle of a busy road. Then I looked around and realized why. On the right side, there was a bicyclist waiting at a yellow crosswalk. The cars behind me didn’t honk, and the Tesla stopping actually incentivized another car in the right lane to stop and let him pass. The car is almost too nice to pedestrians, because 99.999% of humans would’ve blown through that, especially with no flashing light. For 99.9% of the drive, the car navigated confidently and smoothly. It was a real “feel the AGI” moment. Please do not let the media, the general public, or anyone else convince you that this technology is just some kind of auto assist or glorified cruise control. This is undoubtedly getting extremely close to feeling superhuman. You still have to pay attention to the road, but after experiencing it myself, I’d be shocked if HW4 Teslas aren’t unsupervised within the next couple years. The car was extremely smooth. There was no harsh braking, and it even avoided something in the road that I didn’t see. Driving with FSD made me realize I probably wasn’t driving as well as I could be. Hopefully, eventually, everyone’s car can be as mindful as a Tesla. I’ve never seen a brand so far removed from the public’s sentiment. I’m so happy I ordered one.

Chris

18,819 Aufrufe • vor 1 Monat

Tesla robotaxi will be banned in New Jersey. Vision-only may work 99.9% of the time. But Robotaxis don't just need to handle 99.9% of scenarios—they need to handle at least 99.9999% of them. That's a 1,000x reduction in failure rate. Imagine a fleet of 1 million Robotaxis making just 40 trips per day each. That's 40 million trips every day. Even a 0.1% (1 in 1,000) long-tail failure scenario would occur 40,000 times per day across the fleet. Can you imagine Elon Musk 's face if Tesla Robotaxis ended up causing 40,000 failures/indidents every day? And the reality is, we still don't know whether Tesla's Robotaxi system can achieve 99.9% safety, let alone the level required for mass-scale autonomous deployment. This is exactly why you don't see unsupervised Tesla robotaxis everywhere today. Scaling too quickly would inevitably expose far more edge cases—and potentially far more accidents. That's also why redundancy matters. Adding LiDAR isn't about replacing cameras—it's about covering their blind spots. Ouster Rev8 LiDAR takes this even further: it delivers true colorized 3D perception, 48 bit color depth, 116dB dynamic range, and operates across lighting conditions from near darkness (1 lux) to direct sunlight(2 million lux). It complements vision rather than competing with it, providing another independent layer of perception when cameras are challenged. At Robotaxi scale, sensor redundancy isn't overengineering—it's engineering. $OUST

ppdd

13,246 Aufrufe • vor 1 Monat

These two products have completely changed my life - Tesla and Starlink. My Tesla can take me anywhere with the press of a button. What used to be time spent focused on driving and stressed has become time I can spend talking with my family, helping my kids, answering messages, being productive, working with Grok, or simply enjoying the ride. Starlink gives me high-speed internet anywhere I am, allowing me to share my experiences, ideas, and passion for these companies with people around the world. Whether I’m on a road trip, in the mountains, or somewhere far from traditional internet service, I’m always connected. Elon has spent decades pushing toward a future that most people thought was impossible. Agree with him or not, it’s hard to deny the level of commitment, risk-taking, and execution required to build companies like Tesla, SpaceX, Starlink, xAI, 𝕏, and more all at the same time. This is why I’m comfortable putting my trust, my time, and ALL my capital behind Elon and the team… I know where these companies are headed from using the products day in and day out extensively. When I look at Tesla, I don’t just see a car company. When I look at Starlink, I don’t just see an internet provider. Others may. Not me though… I see the foundation of technologies that will positively impact billions of people, our kids, and the next generations over the coming decades. These two companies combined is a $100 trillion opportunity in the making… sounds crazy today to many, but u bet it won’t in the future.

Teslaconomics

11,431 Aufrufe • vor 2 Monaten