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Given the way AI is advancing it would be really dumb to not go hard on Robotaxi. That's it. That's the analysis. If you think AI progress is going to hit a wa
by mbac32768 2y ago
Given the way AI is advancing it would be really dumb to not go hard on Robotaxi. That's it. That's the analysis.
If you think AI progress is going to hit a wall or Tesla's AI in particular is going to hit a wall then sure spin up a Model 2 and prepare for a long grueling endless war with BYD.
- bastawhiz 2y ago> Tesla's AI in particular is going to hit a wall Actually at this point Tesla's AI seems to have hit lots of things: trucks, barriers, emergency vehicles, pedestrians, cyclists...
- Marsymars 2y ago> Given the way AI is advancing it would be really dumb to not go hard on Robotaxi. That's it. That's the analysis. Let’s say we’re headed for fully-autonomous vehicles in whatever optimistic medium term you want. I’m kinda missing the winning strategy here. Unless there’s some kind of moat to building/selling robotaxis, the sale price equalizes to marginally above the production cost, except with far less volume than what the market is selling today.
- nitwit005 2y agoIf they're capable of making true full self driving vehicles, it's going to be more profitable to license it to other companies. Might as well make money when other companies sell cars too.
- throwaway4220 2y agoChoosing a two seater is very odd for this. Then again I’m in my 40s so maybe I’m too old
- rsynnott 2y agoI realise that it is most improper to read the article on this website, but the analysis in question was _very optimistic_ (IMO naively so) on the robotaxi aspect, in that it just assumed that it would happen and most people would want to use it; the analysis was negative on the _financials_.