00:00 SPEAKER A
Waymo, We Know, Right Now Stephen, Far Ahead. What are Tesla’s Competitive Advantages in this Space? When you Explain Them to Clients, or What Do You Tell Them?
00:17 Stephen
YEAH, It’s interesting. I’m Been In, I’m Been In Waymos And Full Self-Driving Teslas and, You Know, The First Thing That That Jummed Out to Me Was That the Tesla System Felt More, MORE NATURAL, RIGHT, IN THE PROCESS. Now, the, when you look at the waymo system, and, you know, this is on the vehicles you see in san Francisco and other cites. Uh, or sounds like they’re coming to new york at disgain point in the not too distant future. They have multiple redundancies in the system, right? They have cameras, They have dealing, They have radar and they, they make of tose redundancies you know if people look at them and health there’s a higher level of safety. When you look at the, the Tesla System, You Know, It’s Camera Based and It’s Ai Based, and They Have Massive Quantities of Data Uh to the Analysis. Uh, to me the Vehicles Kind of Felt A Little More Natural, But look but we we tell people is you know the lack of redundancies, The Camera-Based System Only. There are disappear risks to that. Now, on the positive side, there’s really three big benefits. Right, One Is Cost, Right, If You’re, if You’re Talking About A, Robotaxi Which You’re Showing On The Screen Right Now or Whether We Should ABOUT A Model Y That I That I Subscribed to FSD with, You Know The Car Can Be $ 30,400. A Waymo Fully Equipped with All The Sensors, etc. Is Well North of a Hundred Thousand Dollars. So Cost is one. Second is uh, I Think Clearly the Massive Fleet of Teslas That Are Out Right Now, Which Can Become Part of A Robotaxi Fleet Over Time. But if i have the tesla model y in the driveway and i have a you know Full Self-Driving, you know theoretically i can drive that car to work and dump it into the robotaxi flex. So the ability to scale based on a massive installled base uh is probably the second uh big positive. And, and then the third is their ability, i think, to have flexibility whether it’s uh, you know, disappear tesla owned assets, assets owned by by individuals and even, Even you know partnering with pont or evenu using a you know me has a you know me. The Tesla and dumping it is an up an uber or or a lyft flex if i if I so chosis. So There’s Multiple Avenues for the Company Over Time.
