I just don’t see a future where Uber, Lyft, and even Waymo can compete with Tesla Robotaxi. As a passenger, there’s no experience close to what Cybercab provides. It’s cheaper than an Uber, and feels more like an extension of your living room than just a taxi ride. In... the video below, I watched the entire SpaceX Starship docuseries during my ~45 min Cybercab ride in Austin. From a manufacturing and production standpoint, Tesla will scale to rolling a Cybercab off the production line in 10 seconds or less. Tesla builds the core pieces in-house…batteries, AI software, hardware, compute etc. Other companies can’t say the same thing.show more

@robotaxi It’s called competition. And all three of them are going to remain.

@robotaxi Plus Tesla’s business model - vertically integrated purpose built AV (not retrofitted with software/hardware) and running in its own ride hailing platform. Uber is blackberry and Jobs just announced the iPhone.

@robotaxi The 10-second production claim sounds wild, but so did every Tesla target before it 🤷 In-house AI, batteries, compute... that vertical integration is why the others will struggle to match it. Waymo has the tech, but do they have the experience?

@robotaxi did you try and tip your ride? ;)

@robotaxi The Cybercab ride video is useful on the passenger-experience question. The comparison with Uber and Waymo will come down to service consistency, pickup coverage, and the in-cabin experience—not just the fare.

@robotaxi Ego has got the better of those who ran the companies. Their real value was always in the data being collected. They should have been working towards a collaboration with Tesla. Not seeking a battle they can only lose.

@robotaxi Isn't Uber just a platform? Can't they just add Robotaxi and Waymos to the Uber App?

@robotaxi The math is simple: 10% gross margin for Tesla vs. 65%+ for Waymo's C8 fleet once they stop burning cash on R&D. one sells hardware at a loss to sell software; the other sells rides because it’s cheaper than hiring you

@robotaxi Uber and Lyft will survive a long while because some segment of the population will prefer human drivers and Waymo will never go away because it will evolve and change approaches and Google will fund it indefinitely.

@robotaxi Cybercab’s differentiator is the full passenger experience: a purpose-built cabin, low operating cost, and Tesla’s FSD stack. The key test now is repeatable safety and service availability at scale.

@robotaxi Tesla❤️

@robotaxi The cabin is the easy part. A 45-minute Austin ride doesn't beat Uber's demand or Waymo's cities. Ten seconds a car is a factory target. Empty miles and the permit are the constraint. In-house batteries don't buy either.

@robotaxi The living-room vibe is the underrated part. Price wins day one; comfort is what makes people ditch Uber for good.

@robotaxi in-house production is doing more work than the ride-feel pitch.

@robotaxi Agreed. It is obvious to me too.

@robotaxi "I just don't see a future where Apple can compete with Nokia on cellphones...." -- Nokia.

@robotaxi A 45-minute demo needs trip cost, pickup latency, and 100-trip cancellation data before beating Uber is measurable.

@robotaxi No it cannot

@robotaxi Tesla’s unit production cost must be much lower !

@robotaxi Cabin comfort is marketing. The durable edge is the factory clock: battery, inference, and body on one line. Waymo buys cities; Tesla buys seconds of cycle time.

@robotaxi I don't see a world where multiple airlines exist but here we are.

@robotaxi Every time I see these in action it blows my mind.

@robotaxi A 10-second production cycle needs a 99.9% uptime target and intervention rate per 100 rides to prove that edge.

@robotaxi FSD is more than capable of blowing them away.

@robotaxi 어휴! 테슬람 지겨워! 똥꼬 헐겄네

@robotaxi 🤣🤣🤣 It's called money. Tesla can't spend like Google to globally expand. Google makes 4 times the money that Tesla makes, that's why Waymo is laying the infrastructure and scaling in 24 countries, and Tesla is not. Cash rules

@robotaxi They need to scale

@robotaxi They are Toast.

@robotaxi You either know nothing or pretend not to.

@robotaxi The cost side is the real story: no steering wheel or pedals, targeted production cost under $30K — vs ~$100K+ for a Waymo Jaguar with lidar. At that capex gap, Tesla can undercut every ride on miles-per-dollar. Great experience is just the cherry on top.

@robotaxi do you keep an eye from time to time on the road or now you got used to it :)

@robotaxi How much did that 45 min ride cost?

@robotaxi It's become clear to me that Robotaxi offers a more comfortable and confident drive than Waymo. I find it wild that they still require supervisors and Waymos are left to wander!