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The W.
@thewolfofallstreetz
1Sem.·

Tesla: What do you think of the Robotaxi rollout? Share price up almost 50% in the last 6 months

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10 Commentaires
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TorteInYourFace@TorteInYourFace
1Sem.
As long as none of their cars drive without a babysitter, it's not a robotaxi. And everyone in the industry except Musk has already realized that it's virtually impossible without lidar.
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The W.@thewolfofallstreetz
6J
@TorteInYourFace How do you know that Vision only is not the right solution?
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TorteInYourFace@TorteInYourFace
6J
@thewolfofallstreetz
Because Waymo and Zoox, every other developer I know and the people at UBER including their CEO say so, Waymo and Zoox even demonstrate it successfully, whereas Musk has been promising it for 10 years and still can't deliver.
In other words, one works, the other crashes as soon as you take people out of the passenger seat.
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The W.@thewolfofallstreetz
6J
@TorteInYourFace At Waymo, I keep seeing videos of cars getting stuck and unable to continue without human intervention. This also causes problems on the road and puts people in danger. Yes, the solution works and is on the market before Tesla. But that doesn't mean that it will be the dominant and, above all, most profitable solution in 5-10 years. Tesla is cheaper than the alternatives mentioned due to vertical integration. The majority of people will go for the cheaper option, all else equal. I think the guy who shoots rockets into space and takes xAI from zero to a 200 billion valuation in 2 years already knows a thing or two about technology. I'm curious to see how it turns out.
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TorteInYourFace@TorteInYourFace
6J
Getting stuck vs driving into anything are two different things. The valuation of xAI is also not the result of public trading on the financial markets, but primarily the result of how Musk himself had it written into the books when merging with Twitter. You could also call it sleight of hand.
Vertical integration is also a great thing, but the costs per vehicle are relatively unimportant in the whole story, as you can serve the market with just a few vehicles. It then has a cost advantage, assuming it works at some point, it's just not particularly relevant.
And then in 5-10 years, after he has been promising it for 10 years, his company is currently struggling massively and his drug problems are escalating? A bold bet...
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The W.@thewolfofallstreetz
6J
@TorteInYourFace If you take the current ride-hailing market as a basis, then yes. If you base it on autonomous kilometers, then the story is different. Just because someone promises something for a long time and it's late doesn't mean it never happens. There have been a few things where he was earlier, but that always falls behind. In the end, his track record speaks for itself and it's pretty much unchallenged, no matter what you think of him.
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Magnus M.@THG49
4J
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The W.@thewolfofallstreetz
4J
@THG49 A lot of LIDAR helps a lot ;- ) Xpeng in China has also said goodbye to it.
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yieldhunter@randomdude
1Sem.
Lidar tests? Now after all?
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The W.@thewolfofallstreetz
1Sem.
@randomdude I think they only use it at the beginning when they go to a new area. After that, Vision only, nothing has changed.
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