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Tesla Robotaxi launch is a dangerous game of smoke and mirrors

electrek.co

91–100 of 198 posts

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#91
post #50

I have over $100k in Tesla puts. There is no way Tesla survives this. They have plummeting sales every quarter, and Elon is pushing out a product that is going to get into an accident within the first week. Robotaxis are glorified Ubers and will never level up to Waymos. FSD is useless if you have to keep your eye on the wheel and road. I have a Tesla Model Y. It's my favorite car I've ever driven. I subscribed to FS…

> But Elon has killed his brand with his politics, and the robotaxi initiative is a desperate attempt to gain ground. But it's going to kill someone and it will be 100% on him because he's the one pushing this when there's no way it will ever be ready for real world situations the way Waymo is. What if his political allies allow and enable him to push this upon the populace despite it killing people. After all, other…

It’s not the people in Robotaxis that are the issue; it’s everyone around the damn things that are the big liability.

Regulatory protection will not help Tesla the first time it runs over a random pedestrian. It will be a PR nightmare.

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#92

Earlier quoted context omitted.

The market can stay irrational longer than you can stay solvent.

Sure, tell that to Theranos' executives. Oh yeah, you can't, they're in jail.

Theranos survived for years after people first began raising the alarm... if you'd somehow figured out a way to make a large bet against it, there's a decent change the market would have remained irrational longer than you could have remained solvent unless you were very lucky with your timing.

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#93
A public display of seething hate aimed at someone adding to the world from someone only attempting to critique it. Fred, checks notes, tracks human beings that kill each other for sport for money, to make money. It must not be lucrative enough so he gets the rest of his green from writing half-truth hit pieces about companies that have more success. I'm surprised he's not writing for business insider.

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#94

I have over $100k in Tesla puts. There is no way Tesla survives this. They have plummeting sales every quarter, and Elon is pushing out a product that is going to get into an accident within the first week. Robotaxis are glorified Ubers and will never level up to Waymos. FSD is useless if you have to keep your eye on the wheel and road. I have a Tesla Model Y. It's my favorite car I've ever driven. I subscribed to FS…

There is a weird disconnect between Reddit and the rest of the world, and it's becoming increasingly obvious when I encounter a Redditor off reddit

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#95
post #74

Earlier quoted context omitted.

Waymo has been "scaling" down the Peninsula from SF for about 18 months now, and it's still not generally available. Tesla can scale by simply adding vehicles.

And I can scale my poop by pooping again. The question is whether Tesla has a thing worth scaling, and the answer to that question is "no".

But, can you shit at web scale? Elon can.

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#96

Tesla had more chance to succeed than Waymo. It's impossible for Waymo to match Tesla in real world training and testing data. Somehow Waymo is winning.

"Waymo is winning". One wonders why most people never see any of these videos but only hear about how bad Tesla FSD is?

https://x.com/niccruzpatane/status/1928477936845226469

https://x.com/TeslaCamera/status/1929167075731239226

https://x.com/friscolive415/status/1881181885445063041

https://x.com/LAMultiBroker/status/1885370114054512921

https://x.com/ananayarora/status/1808679192432927153

https://x.com/niccruzpatane/status/1929590206488883246

https://x.com/TheTrailerDan/status/1934618081881370766

https://x.com/JeffTutorials/status/1778188663253574035

https://x.com/ScannerPacific/status/1935016023536844960

https://x.com/greggertruck/status/1864836542402797812

https://x.com/neil_csagi/status/1803229926033858746

I could post these all day ...

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#97

I have over $100k in Tesla puts. There is no way Tesla survives this. They have plummeting sales every quarter, and Elon is pushing out a product that is going to get into an accident within the first week. Robotaxis are glorified Ubers and will never level up to Waymos. FSD is useless if you have to keep your eye on the wheel and road. I have a Tesla Model Y. It's my favorite car I've ever driven. I subscribed to FS…

There will be incidents and Tesla will just put the blame on drivers, and if you're buying one it most certainly has a clause that you cannot blame Tesla for the problems that the system will cause.

There is no driver in a robotaxi. If it kills a pedestrian, you can be sure that person’s family will say Tesla is liable.

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#98

Are taxis like the anti-public transportation? Maybe they're "public" transportation for the individual? But we don't want drivers because.... So strange to me.

Much of the US was built in ways that make mass transit impractical and inefficient, but those same areas have comprehensive road systems already built out, sometimes excessively. That gives self-driving taxis an opportunity to fill in the transit gap in the huge expanses of this country ill-suited for trains and buses, but well-equipped with roads.

I think the actual concern is around medium-to-large cities and metros, where self-driving cars will compete directly with mass transit, much like Uber does, but potentially much more competitively.

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#99

Earlier quoted context omitted.

I also use FSD HW4 daily, and it really just works well in regular conditions. It's unbelievable how we have a level of autonomy here and now, and not too many people know about it. Out of about 6k miles in the last 7 months, I probably drove 80 or so. I did not have many issues in the rain, but I do have issues in the snow. It's still somewhat unaware of how to drive well in snow. I usually disengage when it's snowy…

> unbelievable how we have a level of autonomy here and now, and not too many people know about it Would note that most premium cars sold in America currently have advanced self-driving capabilities. I've personally been more impressed by Mercedes' kit than Tesla's, mostly because the former seems to have done a great job of defining where you can almost trust the system to just work.

wow, that is quite a hot take!

Re: Tesla Robotaxi launch is a dangerous game of smoke and mirrors

#100

Earlier quoted context omitted.

Waymo has already lapped Tesla. They sell 250,000 rides per week and rising, for a total well over 10 million. That compares to precisely zero rides sold commercially by Tesla. It's possible Tesla could catch up, but first they need to stop losing ground and develop technology that can actually compete with their leading competitor. Plus, right now the Tesla brand is synonymous with the most obnoxious blowhard in Ame…

Waymo has been "scaling" down the Peninsula from SF for about 18 months now, and it's still not generally available. Tesla can scale by simply adding vehicles.

June 17, 2025: "Ride to more places in the Bay and LA. Starting today in SF, with new areas coming to LA later this week. Download the Waymo One app to see our new service areas."

https://x.com/Waymo/status/1935012059806061025

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