TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn't add a single additional vehicle). So... I'm guessing the Tesla stock price will skyrocket.

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[–] 3 points 4 months ago (2 children)

Catch up to what? Waymo is still losing money.

Just how big do people think the taxi market is?

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  • [–] 2 points 4 months ago

    It's always interesting how these things are worded. Rather than say there's X amount of them now active and information about it, it's compared to a company that has little reason to invest in a market that most of the US doesn't care about.

    The city I live in has 400,000 people, so not like a huge city but not BFE. We have zero taxis automated, and no "human" taxis driving around. We have Uber and such still. Point being, there's only like a dozen US cities that actually use taxis regularly and this might be realistically viable. Tesla just doesn't care in general, the hyper loop failed massively already for them.

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  • [–] 1 point 4 months ago

    How big? Potentially huge if you can get people to abandon car ownership by having a super convenient offering. Owning/leasing/maintaining a car is already expensive. We seem to be running at a situation where lower priced new cars become the thing of the past.

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