“Your move, Tesla” - Waymo Swallows Tesla Robotaxi Service Area In One Gulp

Robotaxi Competition

🚗 Q: How does Tesla's Cyber Cab compare to Lucid's Gravity SUV for robotaxi services?
A: Tesla's Cyber Cab is a dedicated robo taxi with low production and operation costs, fully vertically integrated, and mass-manufactured at tens of thousands per month, giving it a significant cost-per-mile advantage over Lucid's $80-$100,000 Gravity SUV, which lacks a dedicated robotaxi design.

🤝 Q: What are the potential issues with the Uber-Lucid-Neuro robotaxi partnership?
A: The partnership is a "cluster waiting to happen" due to independent entities involved, which typically end in a "messy divorce", making it potentially uncompetitive against fully integrated solutions like Tesla's.

Service Area Expansion

🗺️ Q: How does Tesla's robotaxi service area expansion compare to Waymo's?
A: Tesla expanded its service area in 22 days, while Waymo's first service area expansion in Austin, Texas took 4 months and 13 days, demonstrating Tesla's faster and more aggressive approach to expansion.

Business Viability

💼 Q: What concerns exist about the Uber-Lucid-Neuro robotaxi partnership's business case?
A: While considered a "breakout moment" for autonomous vehicles, the business case and return on investment for the service remain unclear, according to former Ford CEO Mark Fields.

Manufacturing Advantage

🏭 Q: What manufacturing advantage does Tesla have in the robotaxi market?
A: Tesla's fully vertically integrated approach and ability to mass-manufacture Cyber Cabs at a scale of tens of thousands per month gives it a significant cost-per-mile advantage over competitors using more expensive, non-specialized vehicles.

Business Strategy and Competition

🚗 Lucid's $80-$100,000 Gravity SUV for Uber's robo taxi service raises questions about scalability and cost competitiveness against Tesla's Cyber Cab, designed for low-cost production and operation.

🏭 Tesla's vertical integration, mass manufacturing, and generalized solution for economy-scale robo taxis give it a significant advantage over competitors like Waymo and Lucid.

Expansion and Growth

🚀 Waymo's first expansion in Austin, Texas took 4 months and 13 days, while Tesla's expansion took 22 days, indicating Tesla's faster-moving approach in the robo taxi market.

Financial Challenges

💸 Lucid is burning money at a staggering rate due to low vehicle sales and losses per vehicle, likely leading to continued capital raising and shareholder dilution.

Partnership Dynamics

🤝 The partnership between Uber, Lucid, and Neuro is described as a "cluster waiting to happen" due to the independent entities involved, potentially leading to a messy divorce in the future.

Market Viability

📊 The business case for Uber's robo taxi service using Lucid's Gravity SUV is unclear, as the high vehicle and technology costs may make it difficult to compete on cost per mile with Tesla's Cyber Cab.

• 00:00 🤖 Uber partners with Lucid, aiming to deploy 20k+ robotaxis, but lags behind Tesla's aggressive robotaxi plans.
  • Uber partners with Lucid to provide electric vehicles for its ride-hailing network, with Neuro's self-driving technology, as part of its strategy to invest in third-party autonomous firms.
  • Uber aims to deploy 20,000+ robotaxis in 6 years, significantly less than Tesla's projected hundreds of thousands to a million robotaxis in 12-18 months.
  • The partnership between three entities is likely to end in a messy divorce.
• 02:30 🚗 Waymo's robo-taxi service expansion with Lucid Gravity SUVs challenges Tesla, backed by strategic investments from Saudi Arabia's fund in both Lucid and Uber.
  • Waymo's use of Lucid Gravity SUVs for its robo-taxi service raises questions about scalability, software success, and competitive pricing against Tesla and others.
  • Saudi Arabia's investment fund, a major backer of Lucid, is also investing in Uber, potentially promoting its own interests and allowing Lucid to continue operating despite significant losses.
• 04:42 🚗 Waymo's expansion threatens Tesla's robotaxi service due to scalability, cost, and regulatory issues.
  • Lucid's expensive driverless taxi, starting at $95,000, raises questions about its business case and viability.
  • Waymo cannot compete with Tesla on cost per mile for a robotaxi service due to higher costs from partners and expensive vehicles.
  • Waymo's expansion threatens Tesla's robotaxi service due to high costs, scalability issues, and regulatory hurdles in the competitive autonomous vehicle market.
• 06:58 🤖 Waymo's robotaxi dominance with 250M rides challenges Tesla, highlighting need for new revenue streams beyond just ride services.
  • Nobody is discussing how to actually make money with robotaxi services.
  • The high-end robo-taxi market is limited and already partially addressed by services like Uber's premium and comfort options, making a $25,000 driverless car potentially more suitable for widespread use.
  • Waymo's expansion and dominance in the robotaxi market, with over 250 million rides, poses a significant challenge to Tesla's robotaxi service, forcing competitors to consider alternative revenue streams like advertising.
• 09:57 🤖 Waymo's expansion sparks concerns that Tesla may dominate the robotaxi market due to its competitive pricing and manufacturing capabilities.
  • The business case and return on investment for electric vehicle owners, particularly in robotaxi services, is uncertain.
  • Tesla's vertical integration, mass manufacturing capabilities, and generalized solution for scaling make it likely to win in the robo-taxi market, with a potential price point of $20,000-$25,000, significantly lower than competitors who may spend over $100,000 for a less capable vehicle.
• 11:35 🚗 Waymo expands its robotaxi service area in Austin, Texas, catching up with Tesla's rapid expansion in the same city.
  • Waymo expanded its service area in Austin, Texas, roughly five times slower than Tesla, which expanded its robo-taxi service area in the same city just 22 days after starting operations.
  • Waymo continuously monitors and improves its service, addressing user app experience, vehicle safety, and navigation issues, such as construction detours, to expand its operational region.
• 13:33 🚗 Waymo expands robo-taxi service area to match and surpass Tesla, putting pressure on Tesla's autonomous capabilities.
  • Waymo has almost completely expanded its robo-taxi service area to match and surpass Tesla's recent expansion, sparking questions about whether this was a coincidence or a response to Tesla's move.
  • Waymo's rapid expansion puts pressure on Tesla, as it can produce tens of thousands of autonomous capable robo-taxis per month, while Tesla may struggle to maintain reasonable wait times in a larger service area.
• 15:09 🚫 The video discusses Waymo surpassing Tesla in robotaxi service area coverage.

WatchUrl: https://www.youtube.com/watch?v=5gZYfm6sMl4