TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn’t add a single additional vehicle). So… I’m guessing the Tesla stock price will skyrocket.
TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn’t add a single additional vehicle). So… I’m guessing the Tesla stock price will skyrocket.
The thing is that waymo did this without decades of training data arriving per day. Tesla is worryingly far behind on the actual self-driving tech from an investor’s perspective.
If anyone is still invested in Tesla at this point, they deserve to lose their shi®t.
Now if they’re newly invested, that may be another story entirely. Assuming the battery & solar biz doesn’t get spun off.
Except they didn’t. Self-driving is effectively nonexistent for both companies
I was actually surprised that Waymo had only thousands of units in operation.
That being said, 3,000 commercially operating for years with zero fatalities, that’s not nothing. It’s not a ton, it doesn’t change the world (much), but it isn’t zero. Tesla’s result so far rounds down to zero.
There’s also tons of incidents of Waymo robo-taxis speeding through school zones, turning the wrong way onto one-way streets, and stopping in the middle of the road obstructing traffic. And this is carefully curated sections of cities that they are contained in.
The lack of fatalities seems to be in spite of Waymo, not because of
They constantly need manual corrections by humans remoting in, much like with Tesla. So downvote me all you want, it doesn’t change the fact that both companies can’t achieve what they claim.