Waymo’s partnership with Lyft in Nashville highlights advancements in robo-taxi safety, but the company faces significant challenges from Tesla’s established infrastructure and competitive landscape in the rapidly evolving autonomous vehicle market ## Questions to inspire discussion.
Tesla’s Robotaxi Advantage.
🚗 Q: How does Tesla’s manufacturing efficiency give it an edge in the robotaxi market? A: Tesla can build cars for one-third the price of competitors, with built-in Shepherds and the ability to manufacture at cost for FSD or robotaxi network use.
🌐 Q: What makes Tesla’s global expansion strategy unique? A: Tesla’s global approach and rapid execution allow it to go anywhere once FSD works, making it difficult for competitors to match its scale and speed.
🧠 Q: How significant is Tesla’s Full Self-Driving (FSD) technology? A: Tesla’s FSD is a gigantic advantage, with take rates tripling to double digits and expected to triple again, making it hard for others to compete.
Waymo’s Progress and Challenges.