Questions to inspire discussion.
🤝 Q: What are the potential issues with the Uber-Lucid-Neuro robotaxi partnership? A: The partnership is a “cluster f waiting to happen” due to independent entities involved, which typically end in a “messy divorce”, making it potentially uncompetitive against fully integrated solutions like Tesla’s.
🗺️ Q: How does Tesla’s robotaxi service area expansion compare to Waymo’s? A: Tesla expanded its service area in 22 days, while Waymo’s first service area expansion in Austin, Texas took 4 months and 13 days, demonstrating Tesla’s faster and more aggressive approach to expansion.
Business Viability.
💼 Q: What concerns exist about the Uber-Lucid-Neuro robotaxi partnership’s business case? A: While considered a “breakout moment” for autonomous vehicles, the business case and return on investment for the service remain unclear, according to former Ford CEO Mark Fields.
🏭 Q: What manufacturing advantage does Tesla have in the robotaxi market? A: Tesla’s fully vertically integrated approach and ability to mass-manufacture Cyber Cabs at a scale of tens of thousands per month gives it a significant cost-per-mile advantage over competitors using more expensive, non-specialized vehicles. ## Key Insights.