~ (@Michael-official) on getquin

Industry opinion Tesla
$TSLA (+2.44%) and Waymo
$GOOGL (+0.81%)

I share here a discussion from 𝕏 Spaces that I listened to a few days ago.

Industry analysts on the Tesla
$TSLA (+2.44%)
Robotaxi Strategy:

"Tesla has a clear strategy for scaling its Robotaxi fleet, while Waymo relies on Zeekr.

Since Zeekr (an electric car brand of the Chinese car manufacturer Geely $175 (-1.76%)) in China 🇨🇳ansässig, the company could be subject to high US tariffs - a possible reason why Waymo is considering another production partnership with Hyundai with Hyundai.

Waymo's vehicles cost over 100.000 US dollars to manufacture, and the sensor system more than 40.000 US dollars.

Waymo is working on reducing these costs, but Tesla's Model 3 is already at 40,000 US dollars, including sensors.

Although Tesla still needs to build an infrastructure for remote support and customer service, it can use its existing factories, charging and service networks to scale efficiently."

Photo: Constantin Hoffmann, Waymo, Tesla

ThemenmitKopf@topicswithhead

1Mon

There's just so much missing from the discussion, so never listen to Tesla optimists.

Tesla's strategy will be cheaper and faster to scale up, but it also has the potential to break down. In comparison, you can quickly see that Vision also has an incredible number of disadvantages.
What if just one camera is dirty or it's too dark? If things change in road traffic, Telsa has to retrain and retest the Gen AI. This is much easier with Waymo using LiDAR and co. Also, it wouldn't be so stupid to equip the Waymo cars with Gmaps sensors, then you have realistic maps and save a lot of money. The lidar system and the cars are also getting cheaper and cheaper. In the end, it only comes down to little things of maybe a few thousand euros and you also have to say that Waymo at least already has a concept on the road.

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Chris@1Chrischi1

someone should work on the waymo logo again. it looks really shitty 😂