Industry opinion Tesla
$TSLA (-6,59%) and Waymo
$GOOGL (+1,13%)
I share here a discussion from 𝕏 Spaces that I listened to a few days ago.
Industry analysts on the Tesla
$TSLA (-6,59%)
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 (-2,83%)) 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