TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn’t add a single additional vehicle). So… I’m guessing the Tesla stock price will skyrocket.
TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn’t add a single additional vehicle). So… I’m guessing the Tesla stock price will skyrocket.
Catch up to what? Waymo is still losing money.
Just how big do people think the taxi market is?
It’s always interesting how these things are worded. Rather than say there’s X amount of them now active and information about it, it’s compared to a company that has little reason to invest in a market that most of the US doesn’t care about.
The city I live in has 400,000 people, so not like a huge city but not BFE. We have zero taxis automated, and no “human” taxis driving around. We have Uber and such still. Point being, there’s only like a dozen US cities that actually use taxis regularly and this might be realistically viable. Tesla just doesn’t care in general, the hyper loop failed massively already for them.
How big? Potentially huge if you can get people to abandon car ownership by having a super convenient offering. Owning/leasing/maintaining a car is already expensive. We seem to be running at a situation where lower priced new cars become the thing of the past.