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The Deep Story On The Waymo Vs Tesla Robotaxi Battle, With Video

[deleted] | 2025-07-09 12:57 | 104 views

When it comes to self-driving and robotaxis, the most common argument is about Waymo vs. Tesla. Within the industry, most people think Waymo is the undisputed leader, and that Tesla isn’t even in the race. At the same time there are a number of people, not just Elon Musk, who think Tesla’s the leader or eventual winner. Now, we’re going to dive into this debate and discover why people take either position. Lots to unpack, so there’s also a video. I’ve been writing about and working on Robotaxis for close to two decades. I worked on Waymo’s early team, and helped craft their robotaxi strategy, and my writings and talks have guided many, including the leaders of many of the top robotaxi companies. In addition, I own a Tesla with FSD 12, and 15 years ago also sat down for an hour of private conversation with Elon Musk to try to convince him to do robotaxis. Not saying at all I’m the reason Tesla is doing what it’s doing, but I do know all sides fairly well. Many people think there’s really no comparison between the companies and that one is the clear leader–but they differ on which one that is. I’ve made a number of articles and videos on the issues around this issue. Now I’m here to clear that up. It’s all be made more visible by Waymo’s growth–they just launched in Atlanta–and Tesla’s pilot launch of a robotaxi service in south Austin on Jun 22, with supervising human safety drivers inexplicably in the passenger seat.

Comments (28)
TheRealCabbageJack 2025-07-09 13:09

“Battle.” lol

Vast_Veterinarian_82 2025-07-09 14:12

Great video. Thanks.

Pretty-Display5959 2025-07-09 14:18

great article. wish every retail investor in the EV space would read and consider it; there'd be a lot less confusion.

bikesnotbombs 2025-07-09 14:34

# "Tesla Disadvantages Overwhelmingly, Tesla’s biggest problem is that their current self-driving platform **can’t self-drive."**

bobber66 2025-07-09 14:35

I skimmed the article. Did he mention the part about Elon alienating half the people on the planet then alienating the other half?

BrtFrkwr 2025-07-09 15:03

Tesla won't be the first institution to go under due to a mistaken belief held by the guy at the top.

straylight_2022 2025-07-09 15:15

That is a very sober objective evaluation. Tesla is still largely vaporware on many things despite producing some really impressive vehicles and having such a huge EV market share. The Austin pilot is at best a baby step and an effort to at least show some progress, though like the article points out, needing an employee in the front seat is just attempting to appear driverless when it is actually not. I don't know why anyone thinks there will suddenly be a instat fleet of Tesla robotaxis. Most people aren't gonna want strangers in their car or to have to clean it several times a day. There are tons of operating issues like that and oh, insurance, business licenses and such people (esp Musk) are simply ignoring that are gonna prevent that from happening.

Rough_Possible8127 2025-07-09 16:34

How is there any "comparison" when Tesla is not capable of FSD at all? This is very effective propaganda actually, the writer of the article comes off as unbiased while entertaining an entirely inappropriate competition "battle" which is nonexistent. Now when a typical person simply scans a headline they are now implementing a bit of bias under the radar which is the assumption that there is a "battle" when tesla is not really sitting at the table or even inside the room with Waymo yet.

loshondos 2025-07-09 16:36

There may be new concerns about trusting a grok AI powered robotaxi with life or death consequences....

cgieda 2025-07-09 16:44

Great piece Brad!!

PortlandPetey 2025-07-09 17:35

🤣 Reminds me of Jurassic park when Goldblum says, “NOW EVENTUALLY YOU DO PLAN TO HAVE DINOSAURS ON YOUR DINOSAUR TOUR, RIGHT?”

PortlandPetey 2025-07-09 17:38

Also one out of ten of those robotaxis has since crashed into a parked car right? 9 out of 10 not crashing is still pretty good, not good enough for me to want to ride in one, but yeah, still pretty good

EcstaticRhubarb 2025-07-09 19:35

Well, the battle of Omdurman was technically a battle.

ambww4 2025-07-09 20:04

Is this some kind of business-speak thing where people use the work “compute” instead of the correct word? “Tesla has more compute in their cars than any old-school carmaker,” “all problems can be solved by adding more data and more compute power.” “Wamyo’s AIs build the map using as much compute as they like,” How amazingly irritating.

Fun_Volume2150 2025-07-09 20:30

It's easier than saying "computational power." Get over it.

[deleted] 2025-07-09 21:27

There is no battle. There is the Robotaxi service Waymo, and then there is a non-existent Tesla robotaxi service

paulm1927 2025-07-09 22:26

Oh my! At that point you’d hope the cameras are colour blind.

Status_Ad_4405 2025-07-09 22:27

Also, if every tesla can be a robotaxi, there's not gonna be any money in renting yours out

Status_Ad_4405 2025-07-09 22:31

Yeah, nice use of the Trumpian "some people think" here. Sure, I guess "some people" think that Tesla is ahead. "Some people" think a lot of stupid shit.

bobber66 2025-07-09 22:55

“It does not compute” 🤪

iftlatlw 2025-07-09 23:31

Self-driving cars but particularly Tesla self-driving cars with insufficient sensors are an insurance nightmare. The lawsuits for death and disability haven't even started yet.

Ragnarok-9999 2025-07-10 00:26

That is the good thing about the article. No politics, purley, analysis to make it honest

Same-Debate1828 2025-07-10 01:53

This was a really good article. Long, but really explained the ins in outs of the complexity of self driving systems. I've learned a few things.

fremontseahawk 2025-07-10 02:00

Very nice article! Good balance, and support for your points

Schroederlaw 2025-07-10 03:12

“From our standpoint, if you fast forward a year – maybe a year and three months, but next year for sure – we’ll have over a million robotaxis on the road,” Musk told an audience on Monday April 23, 2019.

goomyman 2025-07-10 05:50

Tesla is basically just - try out self driving fsd. No one is mentioning it’s not even the robotaxi. It’s a model y. It’s like they didn’t have a car ready, panicked and just took a model y with fsd and called it a launch.

ringobob 2025-07-12 15:55

It's the correct word. You can think of it as a short hand for "operations per second".

jxx37 2025-07-14 07:15

A minor quibble

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