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> Tesla is making two big R&D plays… The funniest thing you can write… Can’t believe people still write “Robotaxi” after 12+ years of failed promises… wild wil

• miohtama 3mo ago
  Waymo currently operates 250,000 paid robotaxi rides a week across several U.S. cities, and the robotaxi market is projected to grow at a yearly rate of ~70% from 2025 to 2030.
  • bdangubic 3mo ago
    exactly, and Tesla cannot move a car from point A to point B since 2014 so this projected growth certainly is great news for a lot of companies - Tesla is not one of them
  • jeltz 3mo ago
    Exactly. Tesla is way behind the competition.
    • dmix 3mo ago
      Who is better than Tesla besides Waymo? https://news.ycombinator.com/item?id=48070467 https://news.ycombinator.com/item?id=48070467
• dmix 3mo ago
  Just like OpenAI/Anthropic vs open models it's way too early to call winners or losers in the self-driving market. I called it a Tesla R&D project on purpose. They are at least in 2nd place to Waymo but it's barely a market in 2026, Waymo has been very conservative with expansion the last 5yrs for a good reason. It was still R&D. Ramping up Cybercab production is definitely high risk play. Which is counter to OP's point that Tesla is now just some boring non-visionary company, especially combined investments in humanoid robots and semiconductors. If Tesla was just looking to make safe easy money they wouldn't be making huge gambles on new markets.