Tesla is planning to launch a robo-taxi service in Austin, Texas, which is expected to disrupt the market with its competitive advantages in data collection, cost, and production, shifting the company’s business model towards recurring software revenue ## ## Questions to inspire discussion.
Tesla’s Robotaxi Launch.
🚗 Q: When is Tesla launching its robotaxi service? A: Tesla’s robotaxi launch is scheduled for June 22nd, marking a transformational shift from hardware sales to recurring software revenue with higher margins.
🌆 Q: How will Tesla’s robotaxi service initially roll out? A: The service will start with a small fleet of 10–20 vehicles, scaling up to multiple cities by year-end and millions of cars by next year’s end, with an invite-only system initially. Tesla vs. Waymo.
📊 Q: How does Tesla’s data collection compare to Waymo’s? A: Tesla collects 10 million miles of full self-driving data daily, compared to Waymo’s 250,000 miles, giving Tesla a significant data advantage for training AI and encountering corner cases.
🏭 Q: What production advantage does Tesla have over Waymo? A: Tesla can produce 5,000 vehicles per day, while Waymo has 1,500 vehicles with plans to add 200,000 over the next year, giving Tesla a substantial cost and scale advantage.