The Robotaxi Wars

[The Robotaxi Wars @KevinMac291]

@garyblack00 https://t.co/qiPETGWk0s

[The Robotaxi Wars @KevinMac291]

Tesla-SpaceX merge is inevitable. Easter egg in new spaceX video about the mass driver on the Moon and AI Satellites.@SawyerMerritt @herbertong @niccruzpatane

[Whole Mars Catalog @wholemars]

Actually they’ve got 700 vehicles. 42 is the number that don’t have a safety monitor on board.

One year after Waymo One launched, Waymo had ~300 vehicles in Phoenix. And only a few dozen were fully driverless.

Nobody has ever deployed driverless Robotaxis faster than Tesla.

[NASA Administrator Jared Isaacman @NASAAdmin]

The drone footage from this livestream looks unreal. Wishing the @SpaceX team all the best with this important Starship launch!

[The Robotaxi Wars @KevinMac291]

@MattWalshBlog Historically countries with the technology supremacy lead to a regional or global hegemony. AI, although simply digital now, will effect every industry; eliminating some, improving some and creating new ones. AI supremacy will dictate the world powers for the 21st Century.

[The Robotaxi Wars @KevinMac291]

@MattWalshBlog The reason people say "China" is because that's what it fundamentally comes down to, it's the only country on the planet that has the technology, power generation, large scale manufacturing and construction capabilities to compete with US frontier models in the future of AI.

[The Robotaxi Wars @KevinMac291]

@RonDeSantis @Tesla https://t.co/SQbMvCh2JS

[SpaceX @SpaceX]

Starship’s twelfth flight test will debut the next generation Starship and Super Heavy vehicles, powered by the next evolution of the Raptor engine and launching from a newly designed pad at Starbase. The launch is targeted as early as Tuesday, May 19 → https://t.co/2gZQUxS6mm

[Sawyer Merritt @SawyerMerritt]

Some FSD-related options/features I think would be cool if @Tesla offered:

1) Annual FSD subscription: starting at $999/year (price goes up in future as FSD gets better).

2) Short term pass for rental fleets/Turo: When an individual rents a Tesla, they may not want to pay $99 for a full month FSD subscription, especially if they are just renting for a weekend. Tesla could offer short-term FSD passes that last a few days, with the option to extend if needed. Just make sure first time FSD users take a quick tutorial.

3) FSD family plan: If a family/household already owns a Tesla with FSD and purchases a second Tesla, offer FSD on the additional vehicle at a slightly discounted monthly rate.

4) FSD Leaderboards: Tesla has already started gamifying FSD a bit by showing owners their total FSD miles and usage percentage. Take it a step further with global and/or regional leaderboards that rank drivers by total FSD miles. There are definitely people out there who would love the bragging rights of being among the top global FSD users. I'm sure this would result in Tesla getting even more FSD data quicker.

5) FSD subscription for HW3 Tesla owners for $69/month: These owners helped fund and train FSD, yet they currently can’t access the latest and most capable version of the software, but they pay the same price as someone who can. It’s unclear how V14 Lite will compare to the full V14 experience, but until HW3 owners are able to upgrade to AI4, I think offering them a discount on the monthly FSD subscription seems reasonable.

[Elon Musk @elonmusk]

The human-perceived RGB is image 1 and the Tesla AI photon count reconstruction is image 2.

This is why Tesla FSD can see so well at night or through extreme glare.

[Whole Mars Catalog @wholemars]

“Which of the self-driving companies did Uber dispatch to us? Was it one of the brands that keeps crashing?”

[The Robotaxi Wars @KevinMac291]

@garyblack00 Also 10m vehicles is a misleading earnings deck statement. Uber drivers average an estimated 70hrs of operation per month. A dedicated AV can surpass that in 4 days.. meaning Uber needs 8x as many human driven vehicles for every 1 AV to match hours of operating on the network.

[The Robotaxi Wars @KevinMac291]

@garyblack00 The 200 Mill MAUs is simply a statistic that highlights the growing market for rideshare/taxi services, offer these consumers a better, safer, cheaper, more private experience (which is what robotaxi AVs become) and they will divert their $ to the better option. This takes time.

[The Robotaxi Wars @KevinMac291]

@Novoicetoday1 @garyblack00 Elon has said there will be no partnership with Uber but this is the model other AV startups are utilizing. Use Uber partnerships to spread awareness then go solo once they have the vehicles and consumer base.

[The Robotaxi Wars @KevinMac291]

@garyblack00 @CinemaRealty Agreed, ads need to target consumers that aren't in the Tesla/tech X bubble.

[The Robotaxi Wars @KevinMac291]

@garyblack00 Dispite some of my disagreement I do enjoy listening to Gary's takes on a lot of topics, interesting to get his perspective. Thanks Gary for engaging.

[The Robotaxi Wars @KevinMac291]

@garyblack00 They did sell almost 10 million vehicle with no ads. I do agree with you that Tesla should spend more on advertising and marketing of robotaxis (as it scales), FSD, and why their vehicles are superior. Uber won't fail over night but it won't have a monopoly on rideshare IMO.

[The Robotaxi Wars @KevinMac291]

@garyblack00 Gary says global fleet of AVs but can't point to Ubers partners that can scale their tech or vehicles to a global fleet and if they eventually could it will be too expensive and too late bc of the cybercab. Uber short/mid term will be fine. Long term they are the horse in 1910.