Appears you have never actually experienced a Tesla with FSD. I have FSD in my Tesla S, and have NEVER been able to use it to actually complete a trip. It might manage a few blocks, or a few miles on the interstate, but it inevitably encounters something which confuses it and I must take over to avoid an accident. The fundamental problem is that Elon insisted on doing it without LIDAR, so it simply will never perform as well as Waymo. I'd sell that Tesla stock if I were you.
I find that hard to believe. And am amazed you hit 100 miles with no intervention. Was it in a city or on a highway? If a highway, and no construction or orange cones, I believe it. Mine can't get me more than a few blocks.
I've heard that Lidar is better. It's also expensive, which is why Waymo has to charge more for rides. Elon says he's solved the problem with Tesla's FSD, so we'll see...
I'm not surprised that some people would rather not have a human driver. It's the same reason why people in airplanes no longer talk to or even greet their seatmates -- just get out their phones as soon as they sit down. But when I'm traveling, often the taxi or Uber drivers are the only local residents I get to meet. From them I find out what it's like to live in that city.
I'm with you, and that's why there will always be taxis and similar services. Robotaxis won't ever hit 100% market share. But it is undeniable they will get the majority.
I agree. Irreplaceable for that. My guess is those 2 services will be unbundled and guides will more formally appear. Or maybe robotaxis will act as guides?
I would be curious to see metrics on the percentage of passenger miles from ride-sharing per metro region. My guess is that it is tiny now, but likely to grow fast.
Great framing. Isn’t # of vehicles a growth constraint for Waymo? They only have a few thousand vehicles in operation I thought. Can they ramp manufacturing fast enough to support exponential or accelerated growth?
If waymo can only make a few thousand cars per year and tesla can make a million per year, that’s a big advantage for cybercab.
Correct, they can’t ramp up as fast as Tesla. Thats the key part. Right now they have one Hyundai manufacturing plant producing them, but only one. Tesla has many more, and as mentioned their production will be much faster. That’s the biggest of Tesla’s advantages.
the experience of taking a waymo vs. uber home at the end of a night of drinking is very different. with the uber you never know if the person is going to want to talk or whatever and you just want to relax and not think about anything.
When Uber started, there was no tipping. People whined, Uber capitulated, added the option. With Waymo there is no tipping. People would rather take a Waymo then Uber +15%. Thus those kindhearted folk who wanted tipping helped the humans lose their earnings.
Tomas, why are you so down on Waymo? Here in Scottsdale, we’ve been riding Waymo‘s for quite a while. Everybody has the app and that’s all everybody talks about as far as driverless taxis. I don’t know anybody that’s taken a cyber cab.
Appears you have never actually experienced a Tesla with FSD. I have FSD in my Tesla S, and have NEVER been able to use it to actually complete a trip. It might manage a few blocks, or a few miles on the interstate, but it inevitably encounters something which confuses it and I must take over to avoid an accident. The fundamental problem is that Elon insisted on doing it without LIDAR, so it simply will never perform as well as Waymo. I'd sell that Tesla stock if I were you.
Thanks for your advice!
I don’t own one but have experiences FSD (100 miles with no intervention).
Did you hear that somebody just crossed the US with FSD and no intervention?
I assume it was a new Tesla?
I find that hard to believe. And am amazed you hit 100 miles with no intervention. Was it in a city or on a highway? If a highway, and no construction or orange cones, I believe it. Mine can't get me more than a few blocks.
It was in France, going into Paris, and there was lots of traffic.
I've heard that Lidar is better. It's also expensive, which is why Waymo has to charge more for rides. Elon says he's solved the problem with Tesla's FSD, so we'll see...
I'm not surprised that some people would rather not have a human driver. It's the same reason why people in airplanes no longer talk to or even greet their seatmates -- just get out their phones as soon as they sit down. But when I'm traveling, often the taxi or Uber drivers are the only local residents I get to meet. From them I find out what it's like to live in that city.
I'm with you, and that's why there will always be taxis and similar services. Robotaxis won't ever hit 100% market share. But it is undeniable they will get the majority.
I agree. Irreplaceable for that. My guess is those 2 services will be unbundled and guides will more formally appear. Or maybe robotaxis will act as guides?
Random meetings with people not in your bubble. It happens less and less.
I would be curious to see metrics on the percentage of passenger miles from ride-sharing per metro region. My guess is that it is tiny now, but likely to grow fast.
Great framing. Isn’t # of vehicles a growth constraint for Waymo? They only have a few thousand vehicles in operation I thought. Can they ramp manufacturing fast enough to support exponential or accelerated growth?
If waymo can only make a few thousand cars per year and tesla can make a million per year, that’s a big advantage for cybercab.
Correct, they can’t ramp up as fast as Tesla. Thats the key part. Right now they have one Hyundai manufacturing plant producing them, but only one. Tesla has many more, and as mentioned their production will be much faster. That’s the biggest of Tesla’s advantages.
the experience of taking a waymo vs. uber home at the end of a night of drinking is very different. with the uber you never know if the person is going to want to talk or whatever and you just want to relax and not think about anything.
god forbid someone talks to you
i've very social. i talk to many people. i enjoy talking to people.
until i don't
Agreed!
Gosh I should tag you when I quote you
When Uber started, there was no tipping. People whined, Uber capitulated, added the option. With Waymo there is no tipping. People would rather take a Waymo then Uber +15%. Thus those kindhearted folk who wanted tipping helped the humans lose their earnings.
i prefer no tipping. less thinking. i tip of course now that it's the norm, but i would rather just pay more and not tip.
i have taken robototaxi a few times. it drives more like a normal human i'd say...
I agree. I think it was a competitive thing? Lyft had it so drivers used it more so Uber was forced to add it too.
Tomas, why are you so down on Waymo? Here in Scottsdale, we’ve been riding Waymo‘s for quite a while. Everybody has the app and that’s all everybody talks about as far as driverless taxis. I don’t know anybody that’s taken a cyber cab.