Why I Am MUCH LESS Concerned About Tesla Robotaxi Now (Waymo Disasters)

Jo Bhakdi, Tesla -

Why I Am MUCH LESS Concerned About Tesla Robotaxi Now (Waymo Disasters)

Despite concerns about Tesla's Robotaxi, analyzing Waymo's incidents and accident statistics makes the speaker less concerned about Tesla's robotaxi due to mitigated risks, as Waymo's self-driving cars have been involved in numerous accidents, suggesting that Tesla's prospects remain promising if its safety statistics are comparable

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Questions to inspire discussion

Safety Statistics

πŸš— Q: How do Waymo's crash statistics compare to human drivers?
A: Waymo's fatality rate of 0.43% of deployed vehicles is lower than the human fatality rate of 1.25%, suggesting Waymo robo taxis are safer than human drivers.

πŸ” Q: What are the key crash statistics for Waymo robo taxis?
A: Waymo reported 696 physical crashes, 38 minor injuries, 6 moderate injuries, 3 serious injuries, and 3 human fatalities (including a dog) as of March 2024.

Safety Trends

πŸ“ˆ Q: How has Waymo's crash rate changed over time?
A: Waymo's crash rate increased 8x from 10 to 80 per deployed vehicle between 2024 and 2025, despite only a 2-6x increase in fleet size, indicating a potential decrease in safety.

Operational Insights

πŸ€– Q: What proportion of Waymo crashes involved fully autonomous vehicles?
A: 521 out of 696 crashes (74.9%) involved fully autonomous vehicles without safety operators, while 167 had an onboard safety operator and 5 had a remote operator.

Market Expansion

🌎 Q: How has Waymo's expansion affected its safety record?
A: Waymo's aggressive scaling into new markets like Georgia and Austin, in response to Tesla's growth, may be contributing to the higher crash rate beyond the increase in deployment rate.

Industry Implications

πŸš€ Q: How might Waymo's statistics impact Tesla's robo taxi rollout?
A: Waymo's crash statistics provide a precedent for Tesla's robo taxi safety, potentially reducing adoption risk if Tesla's numbers are not worse than Waymo's.

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Key Insights

Safety and Accident Statistics

πŸš— 696 crashes occurred in Waymo accidents between 2024-2025, resulting in 38 minor injuries, 6 moderate injuries, 3 serious injuries, and 3 fatalities, including a dog killed in 2023 and a human fatality in 2025 not involving Waymo.

πŸ”’ Waymo'sΒ crash rate increased 8x from 10 to 80 between 2024-2025, despite only a 2-6x increase in fleet size, suggesting a decrease in safety due to aggressive scaling.

πŸ€– Of the Waymo accidents, 521 had no remote operator, 167 had a safety operator inside the vehicle, and 5 had a remote operator.

Expansion and Competition

πŸ™οΈ Waymo'sΒ aggressive scaling into Georgia and Austin in response to Tesla's rapid progress in autonomy led to a dramatic increase in crash rate.

Public Perception and Precedent

πŸ“Š The statistics on Waymo accidents provide a precedent for robo taxi safety, allowing for comparison with Tesla's performance and mitigating the risk of massive FUD and speculation.

🚘 The first human fatality in a Waymo-related accident in 2025 was caused by a Tesla driver traveling at 98mph, not Waymo itself, potentially affecting public perception of autonomous vehicle safety.

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#Robotaxi #Tesla #Waymo

XMentions: @Tesla @Waymo @HabitatsDigital @JoBhakdi

Clips

  • 00:00 πŸ€– The speaker is less concerned about Tesla Robotaxi due to mitigated risks of FSD not working, after analyzing Waymo's incidents.
    • The speaker is analyzing Waymo's incidents to discuss their implications for Tesla's robotaxi, framing it as crucial for Tesla's transformation into an AI company driven by autonomous transport.
    • The speaker is much less concerned about Tesla Robotaxi because the biggest risk, FSD not working, is becoming mitigated.
  • 01:40 πŸ€– Tesla's Full Self-Driving (FSD) technology is surprisingly effective, beating Waymo in smoothness and situational understanding, making accidents and public reaction to them a more pressing concern.
    • 03:03 πŸ€– Waymo's 696 physical crashes, despite safety drivers, make Tesla Robotaxi less concerning.
      • The creator mentions a company with around 1,800 cars on the road currently.
      • Waymo, a self-driving car company, has been involved in 696 physical crashes, with some being their fault and others' fault undeterminable, despite having safety drivers and manual mapping.
    • 04:52 πŸ€” Waymo's accident rate and aggressive expansion raise concerns, potentially due to Tesla competition.
      • Waymo's accident rate appears to be much lower than it would be if scaled with its actual fleet size, suggesting potential issues with reported data.
      • Waymo's aggressive expansion and potential panic due to Tesla's competition may be causing a significant increase in crash rates, outpacing their deployment growth.
    • 06:45 πŸš— Waymo's self-driving car accidents, including injuries and fatalities, make speaker less concerned about Tesla's robotaxi.
      • Waymo's self-driving car was involved in accidents with injuries and fatalities, but in at least one case, the fault clearly belonged to a human driver, specifically a Tesla driver traveling at 98 miles per hour.
      • The speaker is less concerned about Tesla's robotaxi after seeing Waymo's disasters.
    • 09:03 πŸš— Waymo's robo-taxis have been involved in numerous accidents, with most occurring at low speeds and many lacking a remote operator.
      • 10:24 πŸš— Tesla's robotaxi prospects remain promising despite accidents, as long as its safety statistics are comparable to those of competitors like Waymo.
        • 11:52 πŸš— The crash risk of Tesla Robotaxi is mitigated with available statistics and data, reducing the perceived risk.

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        Duration: 0:12:32

        Publication Date: 2025-07-15T11:50:47Z

        WatchUrl: https://www.youtube.com/watch?v=fsRm5bdcXak

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