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TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to...

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Mario Nawfal

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15,080 views • 8 months ago •via X (Twitter)

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🚨🇺🇸 TESLA GOES ALL-IN ON ROBOTAXI: AUTONOMY, NO EXCUSES Tesla just dropped a new Robotaxi video and refreshed its Robotaxi website, a clear signal that autonomous rides aren’t a concept anymore… they’re already rolling out. Robotaxi service is live in Austin using Model Y, with the purpose-built Cybercab next in line, underscoring Tesla’s strategy: deploy now, scale fast, argue later. Tesla is also leaning hard into accessibility, touting support for service animals, space for some wheelchairs and assistive devices, and app availability in 29 languages, a direct answer to critics who claim autonomy leaves people behind. Regulators can debate timelines all they want, but Tesla is behaving like the Robotaxi era has already started. Source: Tesla, Sawyer Merritt
1:08

🚨🇺🇸 TESLA GOES ALL-IN ON ROBOTAXI: AUTONOMY, NO EXCUSES Tesla just dropped a new Robotaxi video and refreshed its Robotaxi website, a clear signal that autonomous rides aren’t a concept anymore… they’re already rolling out. Robotaxi service is live in Austin using Model Y, with the purpose-built Cybercab next in line, underscoring Tesla’s strategy: deploy now, scale fast, argue later. Tesla is also leaning hard into accessibility, touting support for service animals, space for some wheelchairs and assistive devices, and app availability in 29 languages, a direct answer to critics who claim autonomy leaves people behind. Regulators can debate timelines all they want, but Tesla is behaving like the Robotaxi era has already started. Source: Tesla, Sawyer Merritt

Mario Nawfal

49,102 views • 7 months ago

🇲🇽TESLA FSD HITS MEXICO—AUTONOMOUS DRIVING GOES GLOBAL Mexico gets a front-row seat to the future of self-driving tech! Tesla’s Full Self-Driving just landed in Mexico - its first expansion beyond the U.S. and Canada. FSD Unlocked – Teslas in Mexico can now navigate city streets, stop signs, and traffic lights—no hands needed (but eyes on the road). Next-Level Adaptation – From chaotic city streets to unpredictable traffic, Tesla’s AI is learning fast. One Step Closer to Full Autonomy – Every mile driven fine-tunes Tesla’s AI for a driverless future. Tesla’s global expansion is in motion—where’s next? Source: Tesla Owners Mexico 🇲🇽
0:23

🇲🇽TESLA FSD HITS MEXICO—AUTONOMOUS DRIVING GOES GLOBAL Mexico gets a front-row seat to the future of self-driving tech! Tesla’s Full Self-Driving just landed in Mexico - its first expansion beyond the U.S. and Canada. FSD Unlocked – Teslas in Mexico can now navigate city streets, stop signs, and traffic lights—no hands needed (but eyes on the road). Next-Level Adaptation – From chaotic city streets to unpredictable traffic, Tesla’s AI is learning fast. One Step Closer to Full Autonomy – Every mile driven fine-tunes Tesla’s AI for a driverless future. Tesla’s global expansion is in motion—where’s next? Source: Tesla Owners Mexico 🇲🇽

Mario Nawfal

1,116,975 views • 1 year ago

As expected, Tesla’s Model Y ride-hailing service in the Bay Area currently has a safety driver in the driver’s seat, which is why Tesla is calling it a ride-hailing service rather than a Robotaxi service. It is still a paid service though and is likely using the same software as the Austin Robotaxis. Once Tesla receives the required permit, they will remove the safety driver and instead have a safety monitor in the passenger seat like they do in Austin. That could happen within the next 1–2 months, according to Elon.
0:49

As expected, Tesla’s Model Y ride-hailing service in the Bay Area currently has a safety driver in the driver’s seat, which is why Tesla is calling it a ride-hailing service rather than a Robotaxi service. It is still a paid service though and is likely using the same software as the Austin Robotaxis. Once Tesla receives the required permit, they will remove the safety driver and instead have a safety monitor in the passenger seat like they do in Austin. That could happen within the next 1–2 months, according to Elon.

Sawyer Merritt

304,428 views • 1 year ago

Elon Musk launches the new CYBERCab. It will be sold for just $30,000. The Tesla Cybercab is a new electric car made for ride-hailing, like a self-driving Uber. It carries two people and drives itself completely, so it has no steering wheel or pedals. Tesla plans to start making it in April 2026. The car has a sharp, futuristic look and opens with butterfly-style doors. Tesla says it will cost less than $30,000. Owners will be able to put their Cybercab on Tesla’s robotaxi network to earn money. This car is part of Tesla’s plan to make transportation cheaper and fully self-driving.
0:36

Elon Musk launches the new CYBERCab. It will be sold for just $30,000. The Tesla Cybercab is a new electric car made for ride-hailing, like a self-driving Uber. It carries two people and drives itself completely, so it has no steering wheel or pedals. Tesla plans to start making it in April 2026. The car has a sharp, futuristic look and opens with butterfly-style doors. Tesla says it will cost less than $30,000. Owners will be able to put their Cybercab on Tesla’s robotaxi network to earn money. This car is part of Tesla’s plan to make transportation cheaper and fully self-driving.

DAMI FOREIGN🥶

57,036 views • 6 months ago

NEWS: Tesla has introduced an updated Robotaxi website, a clear sign that expansion is coming soon. “We’re bringing autonomous rides to you today—starting with Model Y. Autonomous Robotaxi rides are currently being offered in Austin, Texas. To get started, download the Robotaxi app. Cybercab, our purpose-built fully autonomous vehicle, will offer rides in your area in the future. We are building an autonomous future that is accessible to all people. Our Robotaxi vehicles are designed to support various accessibility needs including space for service animals and room to store some wheelchairs and other assistive devices. The Tesla app is currently available in 29 languages, with more being added.”
1:08

NEWS: Tesla has introduced an updated Robotaxi website, a clear sign that expansion is coming soon. “We’re bringing autonomous rides to you today—starting with Model Y. Autonomous Robotaxi rides are currently being offered in Austin, Texas. To get started, download the Robotaxi app. Cybercab, our purpose-built fully autonomous vehicle, will offer rides in your area in the future. We are building an autonomous future that is accessible to all people. Our Robotaxi vehicles are designed to support various accessibility needs including space for service animals and room to store some wheelchairs and other assistive devices. The Tesla app is currently available in 29 languages, with more being added.”

Sawyer Merritt

164,185 views • 7 months ago

Tesla now has 72 robotaxi in Austin. This is twice as much as 2 weeks ago and 22 were added in the last 3 days. There are 232 cars in Austin and the Bay Area. Only 137 different license plates for Waymos have been seen in Austin. Tesla can pass Waymo in number of cars in Austin. Tesla has registered 1655 cars in the Bay Area. Tesla can add those cars and they have over 700 registered drivers if they wanted to to deploy cars with safety drivers. Tesla has over 50,000 miles of driving needed for safety submission in California. 1500+ in SF Bay Area and 500+ is possible for Tesla robotaxi in February or March. Elon Musk Jo Bhakdi
35:18

Tesla now has 72 robotaxi in Austin. This is twice as much as 2 weeks ago and 22 were added in the last 3 days. There are 232 cars in Austin and the Bay Area. Only 137 different license plates for Waymos have been seen in Austin. Tesla can pass Waymo in number of cars in Austin. Tesla has registered 1655 cars in the Bay Area. Tesla can add those cars and they have over 700 registered drivers if they wanted to to deploy cars with safety drivers. Tesla has over 50,000 miles of driving needed for safety submission in California. 1500+ in SF Bay Area and 500+ is possible for Tesla robotaxi in February or March. Elon Musk Jo Bhakdi

nextbigfuture

81,975 views • 6 months ago

Tesla is building a new 51,000 sq ft Service & Delivery Center in Grand Prairie, Texas, with city documents also allowing the site to support Tesla-owned autonomous vehicles. I visited the site, and the city’s SUP amendment says the facility may be used for charging, cleaning, repair, and maintenance of Tesla-owned autonomous vehicles. The documents identify the project as a service and delivery center, but the approved use also makes it a potential support location for Tesla’s Robotaxi fleet in DFW.
1:10

Tesla is building a new 51,000 sq ft Service & Delivery Center in Grand Prairie, Texas, with city documents also allowing the site to support Tesla-owned autonomous vehicles. I visited the site, and the city’s SUP amendment says the facility may be used for charging, cleaning, repair, and maintenance of Tesla-owned autonomous vehicles. The documents identify the project as a service and delivery center, but the approved use also makes it a potential support location for Tesla’s Robotaxi fleet in DFW.

Spencer

20,584 views • 2 months ago

Tesla has released a new Robotaxi video: Making Autonomy Accessible "We are building an autonomous future that is accessible to all people. Our Robotaxi vehicles are designed to support various accessibility needs including space for service animals and room to store some wheelchairs and other assistive devices. The Tesla app is currently available in 29 languages, with more being added."
0:38

Tesla has released a new Robotaxi video: Making Autonomy Accessible "We are building an autonomous future that is accessible to all people. Our Robotaxi vehicles are designed to support various accessibility needs including space for service animals and room to store some wheelchairs and other assistive devices. The Tesla app is currently available in 29 languages, with more being added."

Sawyer Merritt

120,229 views • 7 months ago

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 ----------------------------------------------------------
1:09:54

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 views • 1 year ago

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI
4:15

TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides, Tesla is doubling down on full control. Why rent out the future when you can own it? Source: TESLARATI

Mario Nawfal

515,816 views • 1 year ago

🇺🇸 TESLA TO DOUBLE AUSTIN ROBOTAXI FLEET NEXT MONTH AS DEMAND SURGES Tesla’s Robotaxi service in Austin is about to double. Elon said on X the city’s fleet will “roughly double next month” after complaints about long waits and constant “high service demand” alerts. The service, which launched in June with around 10 Model Ys running unsupervised FSD, now covers 245 square miles. Tesla aims for 500 cars in Austin and 1,000 in the Bay Area by year-end, moving closer to Elon’s goal of reaching half the U.S. population by December. Source: Sawyer Merit📈🚀 / Elon Musk Video: @alphabegreen
0:40

🇺🇸 TESLA TO DOUBLE AUSTIN ROBOTAXI FLEET NEXT MONTH AS DEMAND SURGES Tesla’s Robotaxi service in Austin is about to double. Elon said on X the city’s fleet will “roughly double next month” after complaints about long waits and constant “high service demand” alerts. The service, which launched in June with around 10 Model Ys running unsupervised FSD, now covers 245 square miles. Tesla aims for 500 cars in Austin and 1,000 in the Bay Area by year-end, moving closer to Elon’s goal of reaching half the U.S. population by December. Source: Sawyer Merit📈🚀 / Elon Musk Video: @alphabegreen

Mario Nawfal

1,008,117 views • 8 months ago

🚨NEWS: $TSLA ROBOTAXI HITS AUSTIN, DAN IVES PREDICTS 55% UPSIDE • Tesla launched its robotaxi service in Austin with a small fleet of 20 Model Y vehicles • Rides are autonomous, cost $4.20, and are limited to a geofenced area with safety monitors onboard • Wedbush’s Dan Ives calls this the start of Tesla’s “golden era of autonomous,” keeping a $500 price target (55% upside) • Ives predicts expansion across Austin this summer and 25 U.S. cities by 2026 • Tesla’s AI-driven business could hit $1T, potentially doubling its $1.01T market cap • A second Trump term may ease regulations, boosting the autonomous vehicle sector
4:58

🚨NEWS: $TSLA ROBOTAXI HITS AUSTIN, DAN IVES PREDICTS 55% UPSIDE • Tesla launched its robotaxi service in Austin with a small fleet of 20 Model Y vehicles • Rides are autonomous, cost $4.20, and are limited to a geofenced area with safety monitors onboard • Wedbush’s Dan Ives calls this the start of Tesla’s “golden era of autonomous,” keeping a $500 price target (55% upside) • Ives predicts expansion across Austin this summer and 25 U.S. cities by 2026 • Tesla’s AI-driven business could hit $1T, potentially doubling its $1.01T market cap • A second Trump term may ease regulations, boosting the autonomous vehicle sector

Tesla Archive

39,847 views • 1 year ago

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.
8:23

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Dave Lee

1,555,115 views • 2 years ago

It's an honor to be the first Korean🇰🇷 to experience Tesla's robotaxi. (With Seung) Came from Korea to Austin, Texas for 12,500KM(7,700mile) to meet a robotaxi. Definitely one of the best choices of my life. Robotaxi is the future of autonomy. You can feel quite safe, and the App is user-friendly. I'm grateful that I can act and feel Tesla's technology and culture, all of this. I have come to believe more that the business of this robotaxi will do well in the future, and this is a must for South Korea as well. Thank you to both Tesla Robotaxi team and Elon Musk for providing an incredible experience!
1:05

It's an honor to be the first Korean🇰🇷 to experience Tesla's robotaxi. (With Seung) Came from Korea to Austin, Texas for 12,500KM(7,700mile) to meet a robotaxi. Definitely one of the best choices of my life. Robotaxi is the future of autonomy. You can feel quite safe, and the App is user-friendly. I'm grateful that I can act and feel Tesla's technology and culture, all of this. I have come to believe more that the business of this robotaxi will do well in the future, and this is a must for South Korea as well. Thank you to both Tesla Robotaxi team and Elon Musk for providing an incredible experience!

Tsla Chan

206,094 views • 1 year ago

🚀 Tesla just hit another major Tesla Robotaxi milestone! FutureAzA highlighted that a production Cybercab with no steering wheel or pedals has now been spotted driving on public roads in Austin during supervised testing. On top of that, the Cybercab has been added to the Texas Connected Autonomous Vehicles Registry, and Tesla continues expanding testing, safety training, and operations. Tesla also hired former Intel executive Gary Jiang to help lead its Terafab chip project in Austin. Taken together, these aren't just small updates. They look like more signs that Tesla is preparing to scale Robotaxi and AI infrastructure at the same time. $TSLA
1:09

🚀 Tesla just hit another major Tesla Robotaxi milestone! FutureAzA highlighted that a production Cybercab with no steering wheel or pedals has now been spotted driving on public roads in Austin during supervised testing. On top of that, the Cybercab has been added to the Texas Connected Autonomous Vehicles Registry, and Tesla continues expanding testing, safety training, and operations. Tesla also hired former Intel executive Gary Jiang to help lead its Terafab chip project in Austin. Taken together, these aren't just small updates. They look like more signs that Tesla is preparing to scale Robotaxi and AI infrastructure at the same time. $TSLA

Herbert Ong

31,528 views • 1 month ago

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026
0:37

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026

Shay Boloor

100,902 views • 7 months ago

🇮🇳🇺🇸 TESLA OPENS FIRST ALL-IN-ONE CENTER IN INDIA - GIGAFACTORY MAY BE NEXT Tesla has launched its first all-in-one India Motors center in Gurugram, bringing retail, servicing, delivery, and charging under one roof - a first-of-its-kind setup for the country. Located in Sector 48’s Orchid Business Park, this new facility goes beyond Tesla’s earlier Mumbai and Delhi showrooms, which only displayed vehicles. Gurugram is part of Haryana, a key manufacturing and tech hub near New Delhi, where state leaders are actively courting Tesla for future expansion. Chief Minister Nayab Singh Saini inaugurated the new Tesla center and said the company could set up its first EV manufacturing plant in the state. The government is rolling out pro-industry policies and AI infrastructure to woo Tesla and other global players. Tesla’s full arrival in India may just be getting started and Haryana wants to be the launchpad. Source: Tesla India, Times of India
0:32

🇮🇳🇺🇸 TESLA OPENS FIRST ALL-IN-ONE CENTER IN INDIA - GIGAFACTORY MAY BE NEXT Tesla has launched its first all-in-one India Motors center in Gurugram, bringing retail, servicing, delivery, and charging under one roof - a first-of-its-kind setup for the country. Located in Sector 48’s Orchid Business Park, this new facility goes beyond Tesla’s earlier Mumbai and Delhi showrooms, which only displayed vehicles. Gurugram is part of Haryana, a key manufacturing and tech hub near New Delhi, where state leaders are actively courting Tesla for future expansion. Chief Minister Nayab Singh Saini inaugurated the new Tesla center and said the company could set up its first EV manufacturing plant in the state. The government is rolling out pro-industry policies and AI infrastructure to woo Tesla and other global players. Tesla’s full arrival in India may just be getting started and Haryana wants to be the launchpad. Source: Tesla India, Times of India

Mario Nawfal

37,270 views • 8 months ago

ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE ROBOTAXI FLEET “Any customer will be able to add or remove their car to the Tesla network. We expect this to operate like a combination of maybe the Uber and Airbnb model. If you own the car, you can add or subtract it to the Tesla network and Tesla would take 25% or 30% of the revenue. In places where there aren't enough people sharing their cars, we would just have dedicated Tesla vehicles. It's really simple. We'll update the app and add summon Tesla or add or subtract your car to the fleet. You'll be able to do that from your phone.” Source: Elon Musk, Tesla Autonomy Day, April 2019
0:34

ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE ROBOTAXI FLEET “Any customer will be able to add or remove their car to the Tesla network. We expect this to operate like a combination of maybe the Uber and Airbnb model. If you own the car, you can add or subtract it to the Tesla network and Tesla would take 25% or 30% of the revenue. In places where there aren't enough people sharing their cars, we would just have dedicated Tesla vehicles. It's really simple. We'll update the app and add summon Tesla or add or subtract your car to the fleet. You'll be able to do that from your phone.” Source: Elon Musk, Tesla Autonomy Day, April 2019

Mario Nawfal

189,856 views • 6 months ago

Tesla shared several new Robotaxi updates during its earnings call They say its fleet has now logged more than 380,000 driverless miles with zero notable incidents, FSD v15 is already running on Robotaxis, and Robotaxi miles are growing by more than 10% per week. Tesla also outlined a plan to expand beyond city-by-city launches toward statewide rollouts. Brian Wang nextbigfuture breaks down the latest updates. $TSLA
1:07

Tesla shared several new Robotaxi updates during its earnings call They say its fleet has now logged more than 380,000 driverless miles with zero notable incidents, FSD v15 is already running on Robotaxis, and Robotaxi miles are growing by more than 10% per week. Tesla also outlined a plan to expand beyond city-by-city launches toward statewide rollouts. Brian Wang nextbigfuture breaks down the latest updates. $TSLA

Herbert Ong

15,368 views • 18 days ago

ARK Invest CEO Cathie Wood in a new Bloomberg interview on Tesla Robotaxi vs Waymo: "Vertical integration with Tesla means it will have the lowest cost structure, by far. If our analysis is correct, those costs as Robotaxi scales are going to drop to $0.25 per mile. The cost of transportation is going to collapse. Waymo’s cost structure, according to our estimates in 2030, will be 50% higher than Tesla’s because they’re dependent on other auto manufacturers and others in the supply chain that Tesla is not." 🎯 It will become increasingly obvious as time goes on. I seriously don’t see how anyone is going to be able to compete with Tesla at scale. Cybercabs are designed and optimized from the ground up for full-scale autonomy, with a single car rolling off the assembly line every 10 seconds or less once scaled. Nobody else is making their own cars, computers, batteries, manufacturing methods, and so on. Tesla is in a unique position that took years to build. Everything is now coming to fruition.
0:48

ARK Invest CEO Cathie Wood in a new Bloomberg interview on Tesla Robotaxi vs Waymo: "Vertical integration with Tesla means it will have the lowest cost structure, by far. If our analysis is correct, those costs as Robotaxi scales are going to drop to $0.25 per mile. The cost of transportation is going to collapse. Waymo’s cost structure, according to our estimates in 2030, will be 50% higher than Tesla’s because they’re dependent on other auto manufacturers and others in the supply chain that Tesla is not." 🎯 It will become increasingly obvious as time goes on. I seriously don’t see how anyone is going to be able to compete with Tesla at scale. Cybercabs are designed and optimized from the ground up for full-scale autonomy, with a single car rolling off the assembly line every 10 seconds or less once scaled. Nobody else is making their own cars, computers, batteries, manufacturing methods, and so on. Tesla is in a unique position that took years to build. Everything is now coming to fruition.

Nic Cruz Patane

42,298 views • 3 months ago