TLDR: Since Tesla’s June 2025 robotaxi launch, Tesla has built a 39-vehicle unsupervised fleet, while Waymo has a newly disclosed 3,791-vehicle U.S. fleet. So Tesla appears to be on pace to catch up with Waymo’s autonomous fleet size by the year 2111.

LOL!

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[–] [S] 5 points 4 months ago

It's me. And yes, I'm bad at math, guilty as charged. I tend to make pretty simple points.

But, yes, when a publicly traded company promises exponential growth on their earnings calls, and then delivers double-digit unit delivery a year later, I do tend to point and laugh. All of that is accurate.

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