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One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."

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2,738,588 views • 1 year ago •via X (Twitter)

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10 Comments

y⁷1 year ago

@skorusARK Waymo will not be able to scale like Tesla

Glenn1 year ago

We've already seen this week that Tesla's robotaxi not only competes well against Waymo, but actually drives better (makes smarter decisions and smoother), is more comfortable, and is much better looking inside and out. Taking into account the price to deploy, it's hard to see how Waymo survives.

Simon Unleashed1 year ago

A lot of people are sleeping on this fact. Imagine a having the inventory of Robotaxi ready vehicles already in use by vehicle owners in a new city that grants authorization for autonomous ride share. It would likely take a year or more for Waymo to start a fleet in that area while Tesla can simply alert the owners in that town and have thousands of car available within days.

FAN : Elon Musk Commentary1 year ago

@skorusARK Elon Musk talked about the upcoming Tesla Robotaxi. It will be like a combination of Airbnb and Uber. Tesla car owners will be able to make money by adding their car to the fleet.

Jimmy - Moneyfacturers1 year ago

@skorusARK Waymo has no change against Tesla and everyone knows that

CatGPT 🐈1 year ago

@DMaguireARK @skorusARK Show your model of how much a “landlord” or “carlord” will earn. How it gets cleaned and serviced. How much more they pay in insurance. Where does it get charged while “earning” while the owner is at work. All sounds good on paper until…

Avais Aziz1 year ago

That's an exciting vision from ARK Invest! Tesla's crowdsourced robotaxi model could revolutionize mobility, turning every owner into a micro-entrepreneur. With the recent autonomous delivery success, it's clear Tesla is paving the way for a future where our cars work for us--brilliant!

Bull et Bear 131 year ago

@skorusARK Very impressive, but how do you recharge the battery of an autonomous Model Y without Tesla staff ? Unless I'm mistaken, induction charging was planned for the cybercab but not available on the Model Y. So your « Airbnb like » plan doesn’t work

Long Live Texas!1 year ago

@skorusARK Once the owners can opt in will they be able to geofence their Teslas range?

Life Is About Carry1 year ago

@skorusARK During peak hours you’re most likely not going to want to put your car into the fleet. Otherwise how are you going to get anywhere?

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Elon Musk says Tesla’s fleet will be part Uber, part Airbnb Tesla owners can easily add their vehicles to the autonomous fleet through the app when not using them. They’ll earn money—often more than their monthly payment, while Tesla takes a small cut

Elon Musk says Tesla’s fleet will be part Uber, part Airbnb Tesla owners can easily add their vehicles to the autonomous fleet through the app when not using them. They’ll earn money—often more than their monthly payment, while Tesla takes a small cut

Dima Zeniuk

2,752,675 views • 1 year ago

Elon Musk: Tesla has no need to buy Uber. “There's no need [to buy Uber] because we have millions of cars that will be able to operate autonomously. And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use. I think it's maybe possible for Tesla owners to make more in allowing the car to be added to the self-driving fleet then they cost them in the lease. And that's why I'd consider it sort of a business model that's similar to some combination of Airbnb and Uber. Just like Airbnb, you can rent out your spare bedroom or your house if you're not using it and make money on it. And that's what we expect Tesla customers to be able to do.” Interview with David Faber, May 20, 2025 Made and published via

Elon Musk: Tesla has no need to buy Uber. “There's no need [to buy Uber] because we have millions of cars that will be able to operate autonomously. And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use. I think it's maybe possible for Tesla owners to make more in allowing the car to be added to the self-driving fleet then they cost them in the lease. And that's why I'd consider it sort of a business model that's similar to some combination of Airbnb and Uber. Just like Airbnb, you can rent out your spare bedroom or your house if you're not using it and make money on it. And that's what we expect Tesla customers to be able to do.” Interview with David Faber, May 20, 2025 Made and published via

ELON CLIPS

440,639 views • 1 year ago

ELON: TESLA OWNERS WILL BE ABLE TURN CARS INTO ROBOTAXIS "Monetizing the autonomous fleet is like Airbnb and Uber. Tesla will own some cars, but customers can add their cars to the fleet with a tap on the Tesla app, making money whenever they want. You can add or remove your car for hours, days, or weeks. The revenue will exceed the monthly payment. This will happen, mark my words." Source: Tesla

ELON: TESLA OWNERS WILL BE ABLE TURN CARS INTO ROBOTAXIS "Monetizing the autonomous fleet is like Airbnb and Uber. Tesla will own some cars, but customers can add their cars to the fleet with a tap on the Tesla app, making money whenever they want. You can add or remove your car for hours, days, or weeks. The revenue will exceed the monthly payment. This will happen, mark my words." Source: Tesla

Mario Nawfal

4,993,460 views • 2 years ago

We’ve built the Waymo Driver to operate without the need for human intervention, and in order to do that sometimes, it requires additional context from our fleet response team. See their role in helping us safely scale:

We’ve built the Waymo Driver to operate without the need for human intervention, and in order to do that sometimes, it requires additional context from our fleet response team. See their role in helping us safely scale:

Waymo

54,134 views • 2 years ago

🇺🇸 ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE FLEET LIKE AIRBNB "We'll have a model which is kind of like some combination of Uber and Airbnb. So if you're a Tesla owner, right, you'll be able to add or subtract your car to the fleet. Just like in Airbnb, you could rent out your spare bedroom or rent out your house when you're not using it." Source: CNBC

🇺🇸 ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE FLEET LIKE AIRBNB "We'll have a model which is kind of like some combination of Uber and Airbnb. So if you're a Tesla owner, right, you'll be able to add or subtract your car to the fleet. Just like in Airbnb, you could rent out your spare bedroom or rent out your house when you're not using it." Source: CNBC

Mario Nawfal

1,801,439 views • 1 year ago

"Why doesn't Tesla buy Uber? There's no need. We have millions of cars that will operate autonomously. It's a combination of a Tesla owned fleet and enabling Tesla owners to add their car to the fleet. You can think of it as some combination of Airbnb and Uber." Elon Musk

"Why doesn't Tesla buy Uber? There's no need. We have millions of cars that will operate autonomously. It's a combination of a Tesla owned fleet and enabling Tesla owners to add their car to the fleet. You can think of it as some combination of Airbnb and Uber." Elon Musk

Tesla Owners Silicon Valley

75,910 views • 8 months ago

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Dave Lee

593,390 views • 1 year ago

Cathie Wood on Moonshots podcast (Jan 2026): Tesla is set to lead the robotaxi revolution and leave competitors like Waymo behind. Key points from her: - Tesla wins big due to vertical integration (batteries, chips, manufacturing, AI—all in-house), driving costs down dramatically. - Expected cost per mile: ~$0.20 for Tesla vs. significantly higher for Waymo's supplier-dependent model. - Waymo currently limited (~3,000 vehicles, geo-fenced areas), while Tesla scales via owner fleet + purpose-built vehicles. - This disrupts Uber/Lyft (surge prices up to $2.80/mile become obsolete), with robotaxis potentially hitting 80% of rides in 4-5 years. - Owners can flip their Teslas into revenue-generating assets—earn while you sleep!

Cathie Wood on Moonshots podcast (Jan 2026): Tesla is set to lead the robotaxi revolution and leave competitors like Waymo behind. Key points from her: - Tesla wins big due to vertical integration (batteries, chips, manufacturing, AI—all in-house), driving costs down dramatically. - Expected cost per mile: ~$0.20 for Tesla vs. significantly higher for Waymo's supplier-dependent model. - Waymo currently limited (~3,000 vehicles, geo-fenced areas), while Tesla scales via owner fleet + purpose-built vehicles. - This disrupts Uber/Lyft (surge prices up to $2.80/mile become obsolete), with robotaxis potentially hitting 80% of rides in 4-5 years. - Owners can flip their Teslas into revenue-generating assets—earn while you sleep!

Tesla Owners Silicon Valley

18,884 views • 6 months ago

I took my wife on some Tesla Robotaxi and Waymo rides. She thought the Tesla Robotaxi was smoother and more comfortable than Waymo. I think it's a combination of several things (Tesla's end-to-end neural net, orders of magnitude more human driving data than Waymo, Model Y more comfortable than Jaguar I-Pace , etc). Here's a 56-minute edited video of the rides with my wife.

I took my wife on some Tesla Robotaxi and Waymo rides. She thought the Tesla Robotaxi was smoother and more comfortable than Waymo. I think it's a combination of several things (Tesla's end-to-end neural net, orders of magnitude more human driving data than Waymo, Model Y more comfortable than Jaguar I-Pace , etc). Here's a 56-minute edited video of the rides with my wife.

Dave Lee

110,668 views • 1 year ago

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!

Teslaconomics

473,915 views • 1 year ago

SpaceX + Tesla merger in 2026? The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap? Sam Korus, Brett Winton, and Nick Grous discuss the timing, structure, and valuation in "The Brainstorm."

SpaceX + Tesla merger in 2026? The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap? Sam Korus, Brett Winton, and Nick Grous discuss the timing, structure, and valuation in "The Brainstorm."

ARK Invest

68,094 views • 5 months ago

Hot take: I’m in a Waymo in San Francisco for the first time in a year and Tesla FSD 14 the more comfortable driver. Waymo is way twitchier with turning/acceleration.

Hot take: I’m in a Waymo in San Francisco for the first time in a year and Tesla FSD 14 the more comfortable driver. Waymo is way twitchier with turning/acceleration.

Quinn Nelson

62,464 views • 1 month ago

Now beginning to offer fully autonomous freeways rides in SF, LA, and PHX! Express interest in the Waymo app to be one of the first in the world to relax on freeways with no one behind the wheel. More about this and our SF Bay Area expansion at

Now beginning to offer fully autonomous freeways rides in SF, LA, and PHX! Express interest in the Waymo app to be one of the first in the world to relax on freeways with no one behind the wheel. More about this and our SF Bay Area expansion at

Waymo

433,572 views • 9 months ago

Here’s a great comparison between how Tesla Tesla Robotaxi handles the arrival at Terry Black’s BBQ restaurant and Waymo car (see link below thanks Herbert Ong & Chuck Cook ) attempting the same thing but with different results. Bottom line: the Tesla completed the task in a very natural, human-like way while the Waymo abandons the attempt and drops off the passengers at a busy intersection. Which would you want to ride in?

Here’s a great comparison between how Tesla Tesla Robotaxi handles the arrival at Terry Black’s BBQ restaurant and Waymo car (see link below thanks Herbert Ong & Chuck Cook ) attempting the same thing but with different results. Bottom line: the Tesla completed the task in a very natural, human-like way while the Waymo abandons the attempt and drops off the passengers at a busy intersection. Which would you want to ride in?

Joe Tegtmeyer 🚀 🤠🛸😎

510,818 views • 1 year ago

"Tesla's upcoming robotaxi will be like a combination of Airbnb and Uber. Tesla car owners will be able to make money by adding their car to the fleet." Elon Musk

"Tesla's upcoming robotaxi will be like a combination of Airbnb and Uber. Tesla car owners will be able to make money by adding their car to the fleet." Elon Musk

Tesla Owners Silicon Valley

25,760 views • 11 months ago

Despite all the hype, Tesla failed to launch an actual robotaxi service for five years in a row. All of Tesla's "Robotaxis" have a human in the front seat. Meanwhile, Waymo has quietly got on with the job, deployed in new cities, expanded its fleet, and eaten Tesla's lunch.

Despite all the hype, Tesla failed to launch an actual robotaxi service for five years in a row. All of Tesla's "Robotaxis" have a human in the front seat. Meanwhile, Waymo has quietly got on with the job, deployed in new cities, expanded its fleet, and eaten Tesla's lunch.

Dan O'Dowd

37,024 views • 9 months ago

Tesla highlighted a new case study for its Tesla for Business program, featuring Compnow, Australia’s largest privately owned IT company. Compnow operates just under 30 Model 3 vehicles as part of its corporate fleet: "The shift to Tesla improved fleet efficiency, reduced manual administration, and aligned with the company’s broader technology and sustainability goals."

Tesla highlighted a new case study for its Tesla for Business program, featuring Compnow, Australia’s largest privately owned IT company. Compnow operates just under 30 Model 3 vehicles as part of its corporate fleet: "The shift to Tesla improved fleet efficiency, reduced manual administration, and aligned with the company’s broader technology and sustainability goals."

Sawyer Merritt

133,934 views • 3 months ago