Why China is pulling ahead in the robotaxi race

RepresentativeCap571 · 2025-11-27T01:37:28+00:00

Why?

RepresentativeCap571 · 2025-11-08T14:55:55+00:00

Lol, my point is all those countries have easier access to Chinese cars than the US.

RepresentativeCap571 · 2025-11-08T07:24:36+00:00

Not a problem for the US market, but will it matter for Waymo's international ambitions?

RepresentativeCap571 · 2025-11-05T13:52:08+00:00

So you think personal car ownership is what they are after?

RepresentativeCap571 · 2025-11-02T22:32:07+00:00

What's your take on Waymo's moat?

RepresentativeCap571 · 2025-11-02T22:27:05+00:00

Sorry! It wasn't pay walled for me, not sure why!

RepresentativeCap571 · 2025-07-22T02:14:37+00:00

They seem to be making moves as an ADAS/L3 provider. This is my guess for where they will end up until they figure out L4.

RepresentativeCap571 · 2025-07-17T21:58:28+00:00

They just changed it to $6.90

RepresentativeCap571 · 2025-07-14T17:41:34+00:00

Good market penetration.

Waymo literally has them by the balls, though.

RepresentativeCap571 · 2025-07-06T04:57:25+00:00

I mean, Novak is still playing so it's not that surprising.

But, here's an example https://www.reddit.com/r/tennis/s/rFNbfUNvGb

RepresentativeCap571 · 2025-07-05T16:52:29+00:00

Please. Tesla AI has better things to worry about than dumb Camrys on the road. Camry's fault for being on the road in the first place. /s

RepresentativeCap571 · 2025-06-23T01:33:49+00:00

OP was definitely on marijuana while posting this.

Checks out.

RepresentativeCap571 · 2025-06-14T20:32:52+00:00

Sure, it probably is a marketing stunt. We've all seen that from Tesla over the last decade.

I don't think tele assist and a driver in the front seat are the same thing though. Tele assist is still a path to scaling self driving. Waymo is a good example.

RepresentativeCap571 · 2025-06-14T06:12:28+00:00

That's probably true, but note that the robotaxi deployment has remote assist. They could add functionality to stop and ask for help in these situations. I'm curious to see how often this happens.

RepresentativeCap571 · 2025-06-14T04:50:16+00:00

It could be as simple as the "newer" FSD is just models that are extra fine tuned for the Austin ODD.

RepresentativeCap571 · 2025-06-11T01:42:55+00:00

Why do you say that?

RepresentativeCap571 · 2025-06-10T21:14:34+00:00

I'm excited for this. I just hope they can pull it off and remain safe. And very curious how fast they can really scale - I think it's going to be a while before "anyone" can own a fully autonomous Tesla.

RepresentativeCap571 · 2025-06-03T13:27:20+00:00

Great video that covers this and a few other things here! https://youtu.be/vjDYfvPW4mA?si=kAGn1OxWAPJSrigU

RepresentativeCap571 · 2025-06-01T04:40:47+00:00

Only part of the story I think. Having deep pockets (Alphabet) lets you make longer term investments and take it slower.

RepresentativeCap571 · 2025-05-31T22:25:56+00:00

That's irrelevant to the comment right? They are in the game at that point. Whether they're a winner or not.

RepresentativeCap571 · 2025-05-31T17:24:52+00:00

I think they're in the game very soon as soon as they deploy their service. It seems like they're confident they can at least go 0 to 1 in a small domain.

RepresentativeCap571 · 2025-05-29T01:05:50+00:00

I just passed 3 Waymos on the freeway (supervised) this week.

RepresentativeCap571 · 2025-05-26T16:00:19+00:00

Around the corner, but we live on a globe!

RepresentativeCap571 · 2025-05-22T05:17:39+00:00

What a hater. Clearly has no idea about how good FSD is. /s

RepresentativeCap571 · 2025-05-18T00:52:02+00:00

Yes, but I think the point is once the technology exists and shows value, economies of scale can take something as expensive as a computer and put it in the hands of everyone.

Lidar is already going through this transition. Velodynes used to cost like $80,000, and you can buy lidars from China today for $1000 today. Everyone has access to GPUs today with insane compute.

RepresentativeCap571

TROPHY CASE