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Sundar Pichai shared his thoughts on autonomous vehicles and Waymo's biggest competitor at the 2024 New York Times DealBook Summit: " Obviously Tesla is the leader in this space. So I think it looks to me like Tesla, Waymo, I would say those are the top two." It's been... show more

Herbert Ong

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87,964 次观看 • 1 年前 •via X (Twitter)

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Robot Driver 的头像

Robot Driver1 年前

Not to nitpick, but I think he said, “Tesla is a leader”, not “the leader”. Regardless, 2025 will be the year for Tesla. $TSLA

Phil Trubey 的头像

Phil Trubey1 年前

I expect Waymo to start to have a hard time in a year when the robotaxi network starts operating since FSD drives better routes and isn’t geolocked. But it will take until late 2026 when Cybercab becomes available that Waymo starts to be obliterated (along with Uber and Lyft) as Tesla robotaxi pricing will then undercut everyone else by a significant margin. Say 2027 to be safe.

Jin Li 的头像

Jin Li1 年前

And all these so called experts keep saying Tesla is dead last, here we have Waymo saying Tesla and Waymo are top 2. Never believe these so called experts. You have to experience it yourself. Everyone should just go test drive a Tesla (which is free and super easy and no sales pressure) to see for themselves what's possible with Tesla FSD.

ĐOGEARMY GENERAL 的头像

ĐOGEARMY GENERAL1 年前

This is great to see. Literally the CEO of Google acknowledges Tesla is in the lead- yet some many fools, far removed from the actual technology - like “auto analysts” and the Tesla bears, and even some Tesla bills still believe Waymo is ahead. 🤣 🤦‍♂️ Hey Herbert u gotta follow me back btw 🤣 🤝

Sheik 的头像

Sheik1 年前

The world is starting to catch on what was obvious to us for ages. We were told we are blind and simply following Elon like a cult. Not true.

JonR 的头像

JonR1 年前

$TSLA is the way

Lama65 的头像

Lama651 年前

Waymo will cease to exist shortly after Tesla FSD unsupervised launches! I believe that you know this... @herbertong 🤣

ThatTeslaGuy 的头像

ThatTeslaGuy1 年前

Tesla has always been on 🔥. Nothing has changed with Tesla. They have been quietly working in the background as usual and some people are finally waking up to understand they are more than a car company.

Bill Mitchell 的头像

Bill Mitchell1 年前

Self-driving is the future and Tesla is the future of self-driving!

Mikey Likes 的头像

Mikey Likes1 年前

I think the Tesla team is more than happy to continue the erroneous perception that Waymo is leading. It takes the attention away while they execute their roadmap.

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Former head of Tesla AI Andrej Karpathy: "I personally think Tesla is ahead of Waymo. I know it doesn't look like that, but I'm still very bullish on Tesla and its self-driving program. Tesla has a software problem and Waymo has a hardware problem. Software problems are much easier; The latest (Tesla) builds, they've made really good improvements. I'm really impressed with what the team is doing. Waymo looks like it's winning right now, but I think when we look in 10 years and who's actually at scale and where most of the revenue is coming from, I still think they're (Tesla) ahead." Full episode:

Former head of Tesla AI Andrej Karpathy: "I personally think Tesla is ahead of Waymo. I know it doesn't look like that, but I'm still very bullish on Tesla and its self-driving program. Tesla has a software problem and Waymo has a hardware problem. Software problems are much easier; The latest (Tesla) builds, they've made really good improvements. I'm really impressed with what the team is doing. Waymo looks like it's winning right now, but I think when we look in 10 years and who's actually at scale and where most of the revenue is coming from, I still think they're (Tesla) ahead." Full episode:

Sawyer Merritt

761,491 次观看 • 1 年前

Elon: “Just so it’s clear, you know the true leader in full self driving is Tesla, not Waymo.” Sundar: “Yea I know…” Elon: “And you, you know the leader in space exploration is SpaceX.” Bezos: “Yea, I know…” Elon: “However we all gotta work together to make the future awesome.” Sundar & Bezos: “LFG.”

Elon: “Just so it’s clear, you know the true leader in full self driving is Tesla, not Waymo.” Sundar: “Yea I know…” Elon: “And you, you know the leader in space exploration is SpaceX.” Bezos: “Yea, I know…” Elon: “However we all gotta work together to make the future awesome.” Sundar & Bezos: “LFG.”

Teslaconomics

286,299 次观看 • 1 年前

NHTSA just made it official for $TSLA to go nationwide with Cybercabs by changing the rules! In the recent months, Tesla has been pumping out Cybercabs, getting them across the US and putting them in position for the "all at once" release. I call this the tsunami and right now the waves are forming. This NHTSA update is pretty much telling everyone that the future of driving is autonomous and the $TSLA "all at once" could be sooner than we think. Tesla is positioned perfectly for what's to come and everything is looking like it's in favor! LFG!

NHTSA just made it official for $TSLA to go nationwide with Cybercabs by changing the rules! In the recent months, Tesla has been pumping out Cybercabs, getting them across the US and putting them in position for the "all at once" release. I call this the tsunami and right now the waves are forming. This NHTSA update is pretty much telling everyone that the future of driving is autonomous and the $TSLA "all at once" could be sooner than we think. Tesla is positioned perfectly for what's to come and everything is looking like it's in favor! LFG!

Pejjy

26,866 次观看 • 1 个月前

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 次观看 • 1 年前

Make no mistake, Tesla is the biggest AI opportunity in the world today and they're accelerating while others are falling behind. The autonomous taxi platform will be a winner-takes-it-all opportunity and Tesla is clearly leading in the US and later around the globe. Tesla will have a blended margin in the 50 - 60% range perhaps even higher. Cathie Wood "We think its (Tesla) incredibly undervalued" $tsla

Make no mistake, Tesla is the biggest AI opportunity in the world today and they're accelerating while others are falling behind. The autonomous taxi platform will be a winner-takes-it-all opportunity and Tesla is clearly leading in the US and later around the globe. Tesla will have a blended margin in the 50 - 60% range perhaps even higher. Cathie Wood "We think its (Tesla) incredibly undervalued" $tsla

Alex

173,995 次观看 • 2 年前

Dan Ives: “I've covered tech for almost 25 years – What I saw yesterday in LA, I think was a game-changer. This is the new chapter, the new book for Tesla, $TSLA – Tesla is front and center of the 4th Industrial Revolution.”

Dan Ives: “I've covered tech for almost 25 years – What I saw yesterday in LA, I think was a game-changer. This is the new chapter, the new book for Tesla, $TSLA – Tesla is front and center of the 4th Industrial Revolution.”

unusual_whales

555,268 次观看 • 1 年前

"Tesla is worth approximately 8 times as much as Ford + GM. I think Tesla should be selling at a higher multiple than those companies because it has much better growth prospects...but even with this plunge, this multiple is way too high." Vahan Janjigian on the fall in $TSLA

"Tesla is worth approximately 8 times as much as Ford + GM. I think Tesla should be selling at a higher multiple than those companies because it has much better growth prospects...but even with this plunge, this multiple is way too high." Vahan Janjigian on the fall in $TSLA

The Exchange

65,285 次观看 • 3 年前

Elon Musk: At GM, there's a special elevator only for senior executives. We have no such thing at Tesla. “I actually know the people on the line, because I worked on the line, I walked the line, I slept in the factory, and I worked beside them. So, I'm no stranger to them. There are many people at Tesla who have gone from working on the line to being in senior management. There are no lords and peasants. Everyone eats at the same table. Everyone parks in the same parking lot. At GM, there's a special elevator only for senior executives. We have no such thing at Tesla. We give everyone stock options. Many people who are just working the line, who didn't even know what stocks were, we've made them millionaires. And I just want to say that I'm incredibly appreciative of those who build the cars, and they know it.” New York Times DealBook Summit, 2023

Elon Musk: At GM, there's a special elevator only for senior executives. We have no such thing at Tesla. “I actually know the people on the line, because I worked on the line, I walked the line, I slept in the factory, and I worked beside them. So, I'm no stranger to them. There are many people at Tesla who have gone from working on the line to being in senior management. There are no lords and peasants. Everyone eats at the same table. Everyone parks in the same parking lot. At GM, there's a special elevator only for senior executives. We have no such thing at Tesla. We give everyone stock options. Many people who are just working the line, who didn't even know what stocks were, we've made them millionaires. And I just want to say that I'm incredibly appreciative of those who build the cars, and they know it.” New York Times DealBook Summit, 2023

ELON CLIPS

15,998,413 次观看 • 1 年前

TESLA: Hold on to your stock! “In 20 years, I'd say Tesla's got factories on the moon. Basically, I see a very prosperous future for Tesla. It's difficult to predict anything in 20 years, but if you say, I think 5 years to 10 years, I could say Tesla has an extremely bright future. And I would say, hold on to your Tesla stock, it's going to be worth a lot I think. That's my bet.” Elon Musk

TESLA: Hold on to your stock! “In 20 years, I'd say Tesla's got factories on the moon. Basically, I see a very prosperous future for Tesla. It's difficult to predict anything in 20 years, but if you say, I think 5 years to 10 years, I could say Tesla has an extremely bright future. And I would say, hold on to your Tesla stock, it's going to be worth a lot I think. That's my bet.” Elon Musk

Amy

79,611 次观看 • 5 个月前

Ron Baron on $TSLA: "The stock price is the same as it was 3 years ago. Tesla I think is going to be worth $5 trillion in 10 years; Elon believes more longer term $30 trillion. He think this Optimus robot is going to be his biggest business ever; No way I'm selling (Tesla)."

Ron Baron on $TSLA: "The stock price is the same as it was 3 years ago. Tesla I think is going to be worth $5 trillion in 10 years; Elon believes more longer term $30 trillion. He think this Optimus robot is going to be his biggest business ever; No way I'm selling (Tesla)."

Sawyer Merritt

2,298,662 次观看 • 1 年前

I think I’m going to start using my mirrorless camera for FSD videos. It just looks so much better than GoPro or DJI footage. Here’s a quick clip pulling into New York New York while two zoox vehicles are parking at the same time. I’d argue that Tesla Self-Driving did a much better job parking out of the way.

I think I’m going to start using my mirrorless camera for FSD videos. It just looks so much better than GoPro or DJI footage. Here’s a quick clip pulling into New York New York while two zoox vehicles are parking at the same time. I’d argue that Tesla Self-Driving did a much better job parking out of the way.

Devin Olsen

26,613 次观看 • 7 个月前

If you’re in the Bay Area, go check out the new Tesla Cybercab on display at the newly renovated Tesla store at Santana Row! Huge congratulations to the Tesla team on an amazing renovation of the store. The new showroom looks absolutely stunning, and it’s one of the best places to see where Tesla is headed. I spent time there today and walked away learning even more about the Cybercab and Tesla’s vision for autonomous transportation. The attention to detail throughout the store is impressive, and the whole experience is worth checking out if you’re nearby. Seriously… go see it for yourself. Photos don’t do it justice. Trust me. If you leave that showroom understanding where Tesla is headed, you’ll walk out even more bullish on the company’s future than when you walked in. I think this is the best Tesla store in the world!

If you’re in the Bay Area, go check out the new Tesla Cybercab on display at the newly renovated Tesla store at Santana Row! Huge congratulations to the Tesla team on an amazing renovation of the store. The new showroom looks absolutely stunning, and it’s one of the best places to see where Tesla is headed. I spent time there today and walked away learning even more about the Cybercab and Tesla’s vision for autonomous transportation. The attention to detail throughout the store is impressive, and the whole experience is worth checking out if you’re nearby. Seriously… go see it for yourself. Photos don’t do it justice. Trust me. If you leave that showroom understanding where Tesla is headed, you’ll walk out even more bullish on the company’s future than when you walked in. I think this is the best Tesla store in the world!

Teslaconomics

37,001 次观看 • 26 天前

We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------

We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------

Rallies

73,519 次观看 • 1 年前

One of the coolest followers I have is Willie Nelson. Hey Willie you ever imagine your song would be played in an autonomous car? To anyone who says their autonomous car is better. I have put 1,300 miles on our Tesla in the past few days. Another 800 to go. When I am watching it drive it has been better than human on every mile so far. Why do you think I am so crazy about Tesla? One of the best times we have ever had as a family.

One of the coolest followers I have is Willie Nelson. Hey Willie you ever imagine your song would be played in an autonomous car? To anyone who says their autonomous car is better. I have put 1,300 miles on our Tesla in the past few days. Another 800 to go. When I am watching it drive it has been better than human on every mile so far. Why do you think I am so crazy about Tesla? One of the best times we have ever had as a family.

Robert Scoble

18,742 次观看 • 17 天前

🇺🇸 DAN IVES: THE GOLDEN AGE OF AUTONOMOUS STARTS SUNDAY IN AUSTIN FOR TESLA “My view is the golden age of autonomous starts on Sunday in Austin for Tesla. 'Cause it's the scale and scope. I mean, John, my view is like 25 to 30 cities in the next year. And as they start scaling cyber cabs and get the true level four, I believe it's a trillion dollar opportunity valuation for Tesla.” Source: Dan Ives CNBC

🇺🇸 DAN IVES: THE GOLDEN AGE OF AUTONOMOUS STARTS SUNDAY IN AUSTIN FOR TESLA “My view is the golden age of autonomous starts on Sunday in Austin for Tesla. 'Cause it's the scale and scope. I mean, John, my view is like 25 to 30 cities in the next year. And as they start scaling cyber cabs and get the true level four, I believe it's a trillion dollar opportunity valuation for Tesla.” Source: Dan Ives CNBC

Mario Nawfal

104,503 次观看 • 1 年前

ELON: TESLA’S APPROACH TO SELF-DRIVING IS DIFFICULT BUT ULTIMATELY VERY POWERFUL “There already are autonomous vehicles in some regions. Waymo has autonomous vehicles with no one in it. But they're limited to a few cities in the U.S. The Tesla solution, which is a much more difficult path to go but ultimately much more powerful, is a general solution to self-driving. The Tesla software is purely AI and vision. It doesn't rely on any expensive sensors, no lidars, no radars. It doesn't even require knowing the area beforehand. You could have it drive someplace it's never been before, and no Tesla has ever been before. It could even be an alien planet. And the car will still work, still drive.” Source: CES, January 8, 2025

ELON: TESLA’S APPROACH TO SELF-DRIVING IS DIFFICULT BUT ULTIMATELY VERY POWERFUL “There already are autonomous vehicles in some regions. Waymo has autonomous vehicles with no one in it. But they're limited to a few cities in the U.S. The Tesla solution, which is a much more difficult path to go but ultimately much more powerful, is a general solution to self-driving. The Tesla software is purely AI and vision. It doesn't rely on any expensive sensors, no lidars, no radars. It doesn't even require knowing the area beforehand. You could have it drive someplace it's never been before, and no Tesla has ever been before. It could even be an alien planet. And the car will still work, still drive.” Source: CES, January 8, 2025

Mario Nawfal

5,207,896 次观看 • 1 年前

🇺🇸ELON “HAS A PHENOMENAL POSITION IN AI” Nvidia CEO Jensen Huang: “Elon has a great advantage because his AI factory for his cars is fantastic. He has a very large fleet of cars on the road… and he’s been working on this for a long time. Tesla is working on autonomous vehicles, and I think he’s working on exactly the right things.” Source: Elon Musk

🇺🇸ELON “HAS A PHENOMENAL POSITION IN AI” Nvidia CEO Jensen Huang: “Elon has a great advantage because his AI factory for his cars is fantastic. He has a very large fleet of cars on the road… and he’s been working on this for a long time. Tesla is working on autonomous vehicles, and I think he’s working on exactly the right things.” Source: Elon Musk

Mario Nawfal

2,026,722 次观看 • 1 年前