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Tesla and Waymo are taking very different paths to self-driving cars! Elon wants AI to drive like humans with fewer sensors. Waymo is going for tech that’s safer than humans, using lots of sensors. Waymo leads for now with 1,500 robotaxis and 10M+ rides. $TSLA

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Herbert Ong

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118,529 просмотров • 1 год назад •via X (Twitter)

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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.
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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 просмотров • 1 год назад

🚨BREAKING🚨 Tesla is rolling out a limited number of RoboTaxis with no safety monitor on board, putting Waymo and their LiDAR and kitchen sink sensor advocates on short notice! $TSLA Elon Musk
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🚨BREAKING🚨 Tesla is rolling out a limited number of RoboTaxis with no safety monitor on board, putting Waymo and their LiDAR and kitchen sink sensor advocates on short notice! $TSLA Elon Musk

Jimmy

84,384 просмотров • 7 месяцев назад

Elon Musk on Waymo vs Tesla “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.”
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Elon Musk on Waymo vs Tesla “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.”

Tesla Owners Silicon Valley

3,789,412 просмотров • 8 месяцев назад

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.
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Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

34,323 просмотров • 1 месяц назад

🚨 Waymo could lose around $5 Billion in 2026? Brian FutureAzA says even if Waymo reaches 1 million paid rides per week, the company could still lose around $100 per ride! The challenge is the high cost of vehicles, sensors, compute, insurance, and operations. Big question: can robotaxis scale profitably with this model?
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🚨 Waymo could lose around $5 Billion in 2026? Brian FutureAzA says even if Waymo reaches 1 million paid rides per week, the company could still lose around $100 per ride! The challenge is the high cost of vehicles, sensors, compute, insurance, and operations. Big question: can robotaxis scale profitably with this model?

Herbert Ong

25,962 просмотров • 3 месяцев назад

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:
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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:

Sawyer Merritt

761,491 просмотров • 2 лет назад

Elon Musk: "I thought the self-driving problem would be hard, but it was harder than I thought. It's not like I thought it would be easy, I thought it would be very hard, but it was actually way harder than even that. I mean, what it comes down to at the end of the day is to solve self-driving, you basically need to recreate what humans do to drive, which is: humans drive with optical sensors (eyes) and biological neural nets. That's how the entire road system is designed to work, So for actually for full self-driving to work, we have to recreate that in digital form."
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Elon Musk: "I thought the self-driving problem would be hard, but it was harder than I thought. It's not like I thought it would be easy, I thought it would be very hard, but it was actually way harder than even that. I mean, what it comes down to at the end of the day is to solve self-driving, you basically need to recreate what humans do to drive, which is: humans drive with optical sensors (eyes) and biological neural nets. That's how the entire road system is designed to work, So for actually for full self-driving to work, we have to recreate that in digital form."

Mars University

120,160 просмотров • 5 месяцев назад

American is in a self driving Waymo When he got in he realized the estimated time to his destination is way longer than it should be The Waymo is taking him in opposite directions, is circling random parking lots and won’t listen to him He’s calling support form inside the Waymo and the only option they have is to have him get out and book an Uber and they’ll refund him But now he’s in the middle of nowhere on a highway…. It was only supposed to take 7 minutes to get home but the trip is now 40+ minutes in the Waymo…. And now they want him to just get out and book an Uber At the end of the video he shows the Waymo vehicle screen, there is another 28 minutes until her gets to his destination He says he won’t be taking another driverless vehicle. I agree, I wouldn’t get into a Waymo either Rumor has it he’s still in the Waymo…..
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American is in a self driving Waymo When he got in he realized the estimated time to his destination is way longer than it should be The Waymo is taking him in opposite directions, is circling random parking lots and won’t listen to him He’s calling support form inside the Waymo and the only option they have is to have him get out and book an Uber and they’ll refund him But now he’s in the middle of nowhere on a highway…. It was only supposed to take 7 minutes to get home but the trip is now 40+ minutes in the Waymo…. And now they want him to just get out and book an Uber At the end of the video he shows the Waymo vehicle screen, there is another 28 minutes until her gets to his destination He says he won’t be taking another driverless vehicle. I agree, I wouldn’t get into a Waymo either Rumor has it he’s still in the Waymo…..

Wall Street Apes

300,572 просмотров • 3 месяцев назад

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.
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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 просмотров • 1 год назад

ELON: TESLA SELF-DRIVING NEVER GETS TIRED OR DISTRACTED “For anyone that's using Tesla self-driving, you can see the dramatic improvements where it's getting to the point where interventions are extremely rare. Eventually it'll get to the point where there really is no need to intervene. The car is going to be better than a human. It's worth emphasizing it's not that Tesla full self-driving will be equal to humans in safety. It will be ultimately 10 times safer than a human because it never gets tired. Humans get tired and sometimes get wasted, and we'll have arguments or change the radio or you know, text. Tesla full self-driving will be vastly safer than humans. Not just equivalent. It will actually be vastly safer.” Source: Elon Musk at Tesla All-Hands, March 2025
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ELON: TESLA SELF-DRIVING NEVER GETS TIRED OR DISTRACTED “For anyone that's using Tesla self-driving, you can see the dramatic improvements where it's getting to the point where interventions are extremely rare. Eventually it'll get to the point where there really is no need to intervene. The car is going to be better than a human. It's worth emphasizing it's not that Tesla full self-driving will be equal to humans in safety. It will be ultimately 10 times safer than a human because it never gets tired. Humans get tired and sometimes get wasted, and we'll have arguments or change the radio or you know, text. Tesla full self-driving will be vastly safer than humans. Not just equivalent. It will actually be vastly safer.” Source: Elon Musk at Tesla All-Hands, March 2025

Mario Nawfal

38,069 просмотров • 6 месяцев назад

"The AI we build can scale and have the economic and safety leverage of the entire industry." CEO Alex Kendall tells Tom Mackenzie how Wayve's approach to self-driving cars differs to those of Tesla and Waymo, and why AI licensing could scale fastest
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"The AI we build can scale and have the economic and safety leverage of the entire industry." CEO Alex Kendall tells Tom Mackenzie how Wayve's approach to self-driving cars differs to those of Tesla and Waymo, and why AI licensing could scale fastest

Bloomberg

13,904 просмотров • 3 месяцев назад

Is $TSLA stock a smart buy? Elon Musk says if you don’t think Tesla will solve full self-driving, you shouldn’t own the stock! We look at key questions: Will FSD be safer than humans? Are robotaxis really launching in Austin by June? Cern Basher breaks down Tesla’s progress, big tech upgrades, and what it all means for investors. 🚀
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Is $TSLA stock a smart buy? Elon Musk says if you don’t think Tesla will solve full self-driving, you shouldn’t own the stock! We look at key questions: Will FSD be safer than humans? Are robotaxis really launching in Austin by June? Cern Basher breaks down Tesla’s progress, big tech upgrades, and what it all means for investors. 🚀

Herbert Ong

64,000 просмотров • 1 год назад

Meet some of the brilliant minds that have worked for the European Commission and the European Parliament Riding a Waymo in San Francisco and THIS is what they talk about How will Waymo comply with the AI act in 2 years from now? One actually feels sick to her stomach from driving in a Waymo and believes it poses a safety risk 🤦‍♂️ Europe is doomed
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Meet some of the brilliant minds that have worked for the European Commission and the European Parliament Riding a Waymo in San Francisco and THIS is what they talk about How will Waymo comply with the AI act in 2 years from now? One actually feels sick to her stomach from driving in a Waymo and believes it poses a safety risk 🤦‍♂️ Europe is doomed

Kees Roelandschap

65,497 просмотров • 1 год назад

Waymo’s Co-CEO was asked to respond to Tesla using strictly Computer Vision & AI rather than LiDAR: “You have to be able to see at night. You have to have this vision that is better than humans. What we’re doing is replacing humans. We’re not asking you to sit behind the wheel and take over the vehicle at a very vulnerable moment.” The Tesla Robotaxi network can’t come soon enough. Good luck to Waymo.
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Waymo’s Co-CEO was asked to respond to Tesla using strictly Computer Vision & AI rather than LiDAR: “You have to be able to see at night. You have to have this vision that is better than humans. What we’re doing is replacing humans. We’re not asking you to sit behind the wheel and take over the vehicle at a very vulnerable moment.” The Tesla Robotaxi network can’t come soon enough. Good luck to Waymo.

Nic Cruz Patane

759,260 просмотров • 1 год назад

Applied Intuition CEO Qasar Younis on the autonomous driving approaches being taken by Tesla and Waymo, and why both can succeed in the years to come: "Generally speaking, every single car company on the planet right now is working on a product that’s like a Tesla FSD product. Many companies are working on versions of that, that would become fully autonomous within a cheap sensor suite." "So the fundamental difference, just to simplify the Tesla approach versus the Waymo approach... the Waymo approach is lots of sensors and lots of compute, and maps, and the Tesla version is very few sensors, no high fidelity maps... and cheaper compute for a lack of a better word." "And the Tesla version of a product, this in the industry is called an L2++ product, is going to be available everywhere because it’s literally cheaper and it doesn’t require HD maps. The Waymo product functions better in a geographically constrained area." "So, fast forward five years, both of these types of technologies will be much more ubiquitous. L2++ and L4 will be much more ubiquitous, not only in the Bay Area or in parts of China, but really globally - there are companies working on this globally." "We’re at that moment for L2++ systems. Where people are willing to pay thousands of dollars for a semi-automated vehicle." "It will not be a long time — you’re already seeing this in China — where the downward pricing pressure for the autonomous product, for lack of a better word, will become close to free." Qasar Younis Lenny Rachitsky
1:35

Applied Intuition CEO Qasar Younis on the autonomous driving approaches being taken by Tesla and Waymo, and why both can succeed in the years to come: "Generally speaking, every single car company on the planet right now is working on a product that’s like a Tesla FSD product. Many companies are working on versions of that, that would become fully autonomous within a cheap sensor suite." "So the fundamental difference, just to simplify the Tesla approach versus the Waymo approach... the Waymo approach is lots of sensors and lots of compute, and maps, and the Tesla version is very few sensors, no high fidelity maps... and cheaper compute for a lack of a better word." "And the Tesla version of a product, this in the industry is called an L2++ product, is going to be available everywhere because it’s literally cheaper and it doesn’t require HD maps. The Waymo product functions better in a geographically constrained area." "So, fast forward five years, both of these types of technologies will be much more ubiquitous. L2++ and L4 will be much more ubiquitous, not only in the Bay Area or in parts of China, but really globally - there are companies working on this globally." "We’re at that moment for L2++ systems. Where people are willing to pay thousands of dollars for a semi-automated vehicle." "It will not be a long time — you’re already seeing this in China — where the downward pricing pressure for the autonomous product, for lack of a better word, will become close to free." Qasar Younis Lenny Rachitsky

a16z

60,385 просмотров • 5 месяцев назад