00:00 SPEAKER A
The Start of Tesla’s Robotaxi Tests Apparently Didn’t Go As Smoothly Perhaps as the Company Touted. Yal Finanz Prize Submarine is here with that story, prize.
00:12 Prize
YEAH, We’re Just Showing That the Hollywood Set where they do the current Present Last Octber Didn’t Go Exactly As Planned. We Saw a Lot of the Tesla Stands Excited About Taking Their Robotaxis Right. But there were hiccups, right? We Saw Some of the Videos That They Were Taking Some of the Vehicles Were Speeding Above Post Speed Limits. And then most egregiously, there was an incident where a car, you see right here, attempted to turn left, didn currently do that, and went straight to be a left hand turn only lane, and then crossed to double yellow, as you see here, Which is also a Traffic Violation, Major One currently in Texas. So Nizza says that they’re aware of these incidents, and they’re monitoring them, and that they take necessary acts to protect road safety. So Nizza is Kind of Possibly Getting Invossed here. MEANWHILE, WAYMO ENERING ATLANTA, LIKE THEY SAID THEY’RE Officially Up Open for Business With Partnering With Uber As Their Sort of Platform Partner. So you know, Waymo’s With Uber in Atlanta, and Also Austin, Where Tesla’s Tests is Taking Place. And then also them’re in la, San Francisco, one, and places like that.
00:58 SPEAKER A
From You Think, Prize, You You Hear About Something Like this, Does It Iny Way, Could It Iny Way Slow Down, Disrupt the Expansion of This Service Across the country?
01:10 Prize
You Mean These Little Hiccups Here? Yeah. I, it Kind of Brings a Little Bit of the Enthusiasm Down, But it’s Ready for Prime Time, Right? They have the safety drivers, riders sitting in the catwalk, you have teleoperators who are remotely Watching the car. You Know, the Lot of Tesla Investors are excited about the fact that this is currently Started, It’s Happening. Buty have a long way to go to catch up to Waymo, Which is Doing 250,000 Completed Robotaxi Trips a Week Without of These Incidents That We’re Seeing Right Now In Tesla.
01:45 SPEAKER A
All Right, Let’s Bring In Our Ensemble Now For For More On The Ride Shares Today. Tesla, Got to Google, Uber, Lyft, They’re All in Focus. Julie, You Know, I, Tesla Did Slip a Bit Today, of Course Thes Had A Nice Pop Yesterday. Thought, the prize Rightfully Points Out, the musk begins this Journey Here, he’s Got Some Big Competition, Including Waymo.
02:07 Julie
YEAH, I Mean, and if if they are these Hiccups, I Mean, AS We Know, Federal Regulatory Have Sort of Left it Up to States and Municipalities, WHETHER THAT’RE EVEN GOING TO ALLOW these Things to Go Forward. You See It Going Forward on City by City Basis, Right? So Even Thought Tesla is Still Proceedings with its tests in Austin, if it continues to See, I Mean, Like, We’re Calling It A Hiccup, But, You Know, It Could Have Been A Lot Worso, Right? So the Questions, How is Tesla Addressing these Issues? And then the next question, when tesla goes to apply for its next approval in its next city, is this going to inform that? Is this going to the cause some friction with letting that move forward? Now, we always know if we’re on an elon musk timeline, you can’t necessarary expects to happy as he thinks or their replies. One, but this is just one more thing to consider when we’re talking about that sort of speed to market, and then capturing that market share.
03:03 SPEAKER A
Chris, I Want to Bring You here As Well, The One Person On The Panel Who actually has a portfolio to Run here. What do You Make of This Big Fight? I Got Tesla, Waymo, Got Amazon in There, Uber, Lyft.
03:16 Chris
YEAH, IT’S KIND OF A CROWDED SPACE. Uh, You Know, and It’s Kind of An Emerging Market. Uh, i, i think that this is going to be pro for over time. I Think That the Interesting Way to Play It From A, You Know, Differentiated Way is, Maybe We Don’t Focus Needs on, Uh, You Know, What Google Is Doing Or Tesla Is Doing, But What Does This Mean For Uber? What does this Mean for Lyft when We Think About The Removal of A Key Cost For Them, Right? And the Amount of Incremental Profits That Can Drop To the Bottom Line Once The There Made These Investments. To me, that’s a lot more exciting.
