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It is true that Waymo are currently ahead. Waymo's fleet is presently 1,500 vehicles with future plans for an additional 2,000 vehicles. Tesla's robotaxi solut
by simondotau 1y ago
It is true that Waymo are currently ahead. Waymo's fleet is presently 1,500 vehicles with future plans for an additional 2,000 vehicles.
Tesla's robotaxi solution uses a near-stock Model Y. Tesla has the manufacturing capacity to produce over 5,800 Model Y vehicles per day.
I give them a greater than 1% chance.
- SR2Z 1y agoWaymo doesn't need to produce a million cars. They need to dominate rideshare in the top 10 US cities, which gives them 90% of the ridehailing market. Then they license their technology into long-haul trucking, then eventually personal cars (with a subscription fee, obviously) to starve out their competitors. Even 20k cars in one city is likely too many for them.