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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.
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Tesla Robo-taxis vs Waymo: The Future of Autonomous Ride-Hailing 🚗🤖
In this episode, we dive into the competition and advancements in the autonomous ride-hailing space, particularly focusing on Tesla’s robo-taxis compared to Waymo. We discuss the rapid pace of development, testing experiences in Austin, and the potential for expansion. The conversation covers real-world usage, technological challenges, strategic planning, and the broader impact on cities and society. We also touch on regulatory hurdles and public perception, with a surprise announcement about the EV tax credit’s end. Special thanks to our sponsor, Rebellion Air.
00:00 Waymo vs. Tesla: The Race for Autonomous Rides
00:20 Comparing Ride Experiences: Waymo’s Jerky Rides
00:51 Robotaxi Ride Counts and Expansion Plans
01:23 Challenges of Expanding Geofences in Austin
02:59 North vs. South Austin: Pedestrian and Traffic Dynamics
05:03 Waymo’s Performance and User Experience
05:50 Tesla’s Robotaxi Fleet and Future Plans
11:39 Pricing Strategies and Market Competition
19:17 Waymo’s Struggles and Tesla’s Competitive Edge
26:12 The Future of Ride-Hailing and Autonomous Vehicles
32:25 The Future of Car Ownership and Mobility Services
33:03 Tesla’s Superior App Experience
34:04 The Economics of Self-Driving Cars
35:57 Subscription Models for Self-Driving Cars
37:51 Pricing Models for Robotaxis
39:11 Tesla’s Technological Edge and Market Impact
50:47 The Role of Safety Monitors in Robotaxi Expansion
52:53 Tesla’s Expansion Strategy and Future Updates
01:01:31 Speculations on Robo-Taxi Expansion
01:02:41 Geofence Expansion vs. Fleet Growth
01:05:10 Waymo’s Challenges and Comparisons
01:07:56 Legacy Auto Manufacturers’ Struggles
01:08:53 Tesla’s Future and Media Perception
01:13:37 Interview with CNN and Media Bias
01:22:12 Breaking News: EV Tax Credit Update
01:24:33 Conclusion and Farewells
#Tesla #elonmusk #twitter #tsla #TeslaNews #TeslaFSD #TeslaFSDBeta #teslastockanalysis #TeslaUpdate #investing #ElonMuskNews #teslanews #EV #FSD #investing