Quite a lot of new information in this post regarding Waymo. Specifically that they will be operating as a service in Las Vegas and San Diego. Up to now it had been reported these (along with New Orleans) were just road trip cities. Real service in 2025 in Miami as well as Vegas and San Diego is certainly more than was previously baked in as Miami was supposedly not live till 2026 with paid fares. Do you have any insight into whether Waymo will distribute these new cities with Depot Management by Moove (like Phoenix) or by Uber (like Austin & Atlanta)?
Regarding Tesla, do you expect them to launch with a small geofence in Austin? Will they launch without a safety-driver or will there be a period where it is safety-driver only? Since they are launching with 3 & Y supposedly, these will have steering wheels in them unlike the new Waymo Zeekr RT which will not have a steering wheel. Any insight to when we will see the no steering wheel Robotaxi providing paid fares?
Good summary. If Tesla FSD level 4 works, it will have a widespread impact on ride-hailing, oil, and auto industries. The market wants to pay a little for it now and more as we get some more evidence of it. How do you assess the risk/reward in Tesla stock?
Quite a lot of new information in this post regarding Waymo. Specifically that they will be operating as a service in Las Vegas and San Diego. Up to now it had been reported these (along with New Orleans) were just road trip cities. Real service in 2025 in Miami as well as Vegas and San Diego is certainly more than was previously baked in as Miami was supposedly not live till 2026 with paid fares. Do you have any insight into whether Waymo will distribute these new cities with Depot Management by Moove (like Phoenix) or by Uber (like Austin & Atlanta)?
Regarding Tesla, do you expect them to launch with a small geofence in Austin? Will they launch without a safety-driver or will there be a period where it is safety-driver only? Since they are launching with 3 & Y supposedly, these will have steering wheels in them unlike the new Waymo Zeekr RT which will not have a steering wheel. Any insight to when we will see the no steering wheel Robotaxi providing paid fares?
Good summary. If Tesla FSD level 4 works, it will have a widespread impact on ride-hailing, oil, and auto industries. The market wants to pay a little for it now and more as we get some more evidence of it. How do you assess the risk/reward in Tesla stock?