Key Takeaways Waymo’s Lead: Waymo continues to dominate the robotaxi sector, significantly outpacing Tesla’s efforts, according to former CEO John Krafcik. Tesla’s Goal: Tesla aims to launch its robotaxi service using its Unsupervised FSD system by June 2025, but has yet to deliver fully autonomous commercial rides. Cybercab Criticism: Krafcik criticized Tesla’s Cybercab design, arguing it’s not suitable…
Key Takeaways Tesla aims to produce 2 million Cybercabs annually, significantly more than the Model Y and Model 3. Gigafactory Texas is expected to be a key production site for the Cybercab starting in 2026. The Cybercab will use Tesla’s revolutionary “unboxed” manufacturing process, focusing on speed and efficiency. Elon Musk envisions a production rate…
Key Takeaways Tesla has received its first permit from the California Public Utilities Commission (CPUC) to operate commercial chauffeur services, a step towards launching its robotaxi service. This initial permit allows Tesla to use its fleet for specific commercial purposes but stops short of authorizing full driverless ride-hailing services. The robotaxi service, set to roll…
Key Takeaways Tesla’s Cybercab aims for a battery pack under 50kWh, with nearly 300 miles of real-world range, making it more efficient than current EVs. The Cybercab’s efficiency is partly due to its highly-aerodynamic design, including aero wheel covers and a teardrop shape. The vehicle’s two-seat design allows for unique aerodynamic features, contributing to its…
Key Takeaways Former Waymo CEO, John Krafcik, expresses skepticism about Tesla’s readiness for a robotaxi launch and suggests potential for “faking” the service. Krafcik criticizes Tesla’s reliance solely on cameras for its autonomous vehicles, pointing out the industry’s preference for additional sensors like radar and lidar. The Cybercab prototype by Tesla is critiqued for its…
Key Takeaways Tesla has applied for an autonomous ride-hailing license in California, following plans to launch similar services in Austin, Texas, later this year. The application is for a “transportation charter-party carrier permit” from the California Public Utilities Commission. Tesla aims to introduce a fleet of autonomous ride-sharing vehicles, leveraging its extensive Full Self-Driving Beta…
Key Takeaways Multiple Tesla Cybercabs have been spotted in testing at Giga Texas with a steering wheel, sparking speculation about potential consumer availability. Drone footage reveals an increased volume of Cybercab testing, showing at least three being tested at once, and possibly more. The presence of a steering wheel and human operator suggests Tesla might…
Key Takeaways Tesla Cybercab aims to focus initially on short-distance trips within cities, particularly for ride-sharing purposes. Long-term goals include enabling the Cybercab for autonomous long-distance trips, making it road trip ready. Key to long-distance capability is Tesla’s development of wireless charging technology to support seamless travel. Lars Moravy, VP of Vehicle Engineering, discussed these…
Key Takeaways Tesla plans to deploy in-house robotaxi services, rather than using platforms like Uber. Uber CEO Dara Khosrowshahi mentioned discussions with Elon Musk, emphasizing Tesla’s desire to independently manage their robotaxi rollout. Tesla sees competition from Alphabet’s Waymo and potentially from collaborations like Uber, despite potential economic advantages of partnering. Tesla has been testing…
Key Takeaways Tesla’s stock is currently trading at a fraction of its market potential, partly driven by the anticipated growth of its robotaxi business. CFRA Research and Garrett Nelson highlight that Tesla’s global autonomous driving market opportunity might exceed $5 trillion. Morgan Stanley supports CFRA’s view, predicting an $800 bull case scenario for Tesla stock…