Silicon Valley Daily

Waymo vs. Tesla robotaxis

o3 did this analysis. It originally had Waymo opex / ride higher but I asked it to assume the same. 

Where do we think this is wrong?

Waymo is a silent killer
Today, Waymo covers about 2-3% of the US population. 
In a year, it will be 15%, in 3 years, more than 50%.
And maybe with the help of Tesla FSD autonomous driving will be everywhere soon.
One question what will be with taxi drivers 😲

Moooove, get out the way! 🚗💨 @Ludacris &amp; @MissyElliott just took their first ride in a @Waymo on @Uber — right in the heart of Atlanta. #SupaDupaFlyMode rolls out today 🛸🍑 https://t.co/UM1nQmB5JK

Uber

Waymo is a silent killer
Today, Waymo covers about 2-3% of the US population. 
In a year, it will be 15%, in 3 years, more than 50%.
And maybe with the help of Tesla FSD autonomous driving will be everywhere soon.
One question what will be with taxi drivers 😲 
https://x.com/uber/status/1937495464833614002