Waymo robotaxis did 14 million trips in 2025.

Only 14 million??

Yeah Tesla simulated 150 million smh. Catch up Waymo.

What fun is a Waymo that just quietly delivers you to your destination, when you can have a red-light-running, curb-jumping, pond-skimming adrenaline rush of a ride with your human supervisor screaming in terror along side of you, hmm?

Waymo has 2,500 cars on roads and are struggling to get more. Tesla makes 5,000 cars every hour. Waymo is going to get out scaled next year.

Right… because *that’s* how it works.

5K cars every hour?! LOL!

You tell me how it works? Waymo spend 250k retro fitting a car to meet the requirements to use as a taxi. Tesla spends 20k on there cars for the same. And around 14k for the cybercab. And as I said Waymo can't get cars fast enough. While Tesla literally makes 5,000 cars an hour. When Tesla sends the signal Waymo will be left in the dust and Tesla will dominate the market. And before you say Tesla FSD doesn't work. Bla bla bla. Say that to my Model S that has been driving me around california for the past 8 months without any interventions.

Every 4 hours for the current capacity. My bad. It's the CyberCab they will product 5,000 cars every hour when it's ramping in production.

Is Tesla actively operating a driverless service with more than 1000 cars?

No, they are operating robotaxi in Austin with a safety drive for now. The same way Waymo did forn18 months when they first launched. That's why I said when Tesla gives the Signal and removes the safety driver. That's when they will just release thousands of cars.

Car production is a solved problem, there are literally dozens of companies who build cars. Autonomous driving so far has been solved by only one company. Producing more autonomous waymos is way easier than producing actually autonomous Teslas lol

5000 cars every hour? Thats going to be a problem, since theyre only going to sell around 1,7 million cars worldwide this year. Even if they only keep the factories running 8 hours a day, for 20 days pr month, they will end up with 8 million unsold cars just this year alone.  Ofcourse, another possibility is that you are just pulling random large numbers out of a very smelly orifice.

Yeah thats going to be a problem for tjem, since they sell less than 200 cars every hour globally.  4800 unsold cars straight to storage every hour 🤣

If Tesla works only one 8 hour shift, then over 14,000,000 Teslas are built in a year. In 2024, Tesla built less than 1,800,000. Your math is worse than Trump’s.

Okay so you've just proven you have no idea what you are talking about. You seem more confident than Waymo about proudcing automotive cars. It takes Waymo to retro fit an I-Pace than it does for Tesla to build 10 car. Waymo literally went in panic mode when Jaguar discontinued the I-Pace. Now they are partnering with Chinese companies out of desperation. Which will cost them more cause of tarrifs. Can you explain for Tesla making 5,000 cars every 4 hours is harder than Waymo having a fleet of 2,500 cars in total?

Same as Tesla, give or take 14 million.

So, if they say 10x that to 140 million, get what 25,000 cars on the road and have a 10% profit margin, then they make 283 million annually in profit on 2.83 billion. Thats not much. I completely made up that 10% profit margin, I dont know where it could end up. I have struggled to see how autonomous driving is worth the investment. Are they projecting like 250,000 cars or more? Even at 250k, it’s like 3 billion annually in profit, assuming same rate as article and 10% margin. Genuinely looking to understand this better.

I said 5,000 every 4 hours. If you actually went and did some research then you would know what I'm talking about. You Tesla haters are delusional if you think Waymo, who is losing billions for Google every year, will actually beat Tesla in autonomous robotaxis.

not by Tesla. if Tesla spins up a driverless service in the next 90-365 days, it will be shut down in days with a significant bodycount. the only way they could pull off a launch inside of 2025-26 will be with teleoperators, which would kill scaling

And still crashed in one out of 8 rides!

You’re really overlooking the fact that FSD is dogshit in lowlight and inclement weather. As a former Tesla employee, I have far more faith in any system that uses Lidar.

Elon just said they will launch driverless Raobotaxis within 3 weeks in Austin. Common sense would tell you, that means the testing they are doing in Austin now has been flawless so far and they are confident the safety driver is no longer needed.

As a user of FSD who's had no intervention in the last 8 months (apart from parking preference sometime) I can tell you FSD is anything but dog shit.

Wouldn’t you have said the same thing last year, about this year?

I had a couple of taxi cab rides like that. Why is anyone paying lots of money to emulate bad taxi rides. It boggles the mind.

Waymo just signed with Lucid.

How many Teslas drive on their own with no backup driver or monitor?

Reddit hates it, but Waymo is owned by Google. These cars will eventually be covered in ads inside and out. And, like Uber, have ads in the app too. This is additional revenue as well.

Tell me when Tesla assumes all liability when FSD is engaged, I will wait for your answer (that will never come)

14 million is a number Musk has also been associated with this year: ‘Sickening’ and ‘evil’: Musk bashed for USAID cuts after study predicts millions could die. One physician attributed the estimated death toll of more than 14 million over the next five years worldwide to “one man’s cruelty & venality.” Source: [https://www.msnbc.com/top-stories/latest/sickening-evil-musk-bashed-usaid-cuts-study-predicts-millions-die-rcna216832](https://www.msnbc.com/top-stories/latest/sickening-evil-musk-bashed-usaid-cuts-study-predicts-millions-die-rcna216832)

Non, the same way Waymo had a safety driver for a year before removing them. Tesla will remove there safety drivers within 3 weeks.

I'm not a psychic but I will happen when Tesla allows users to add there car to the Robotaxi fleet which will happen probably August next year.

Taxis were never a good buisness. All the trillion dollar valuations people make are completely detached from reality. They assume everyone will sell their cars and only use robotaxis. This is not a joke, that's what they actually argue.

Tesla makes up for it with more crashes.

This is what I think: freight. After doing taxi service for 10 years they'll be confident to extend to freight. These vehicles are obviously very big and difficult to maneuver, so alot more diligence is needed for them before they're primetime. However once ready, freight liners are a very big industry. I'm sure they are doing frieght R&D secretly now.

Also, because it's a tech company, all the valuation is based on how much money you might make in the future if everything works out. So, the goal is not to make it profitable, but just keep the KPI going up and rake in more money from shareholders.

Are those cars here in the room with us now?

I've done 14 million trips so far in 2025

Yeah, that's it. Privately owned robotaxis, that's the ticket for sure!

They will add freight and then make cars so expensive no one can afford one so you have to use their taxis.

Yeah they are, close your eyes and you will see them.

And Waymo is still losing money on it. Even though they are years ahead of Tesla. Goes to show how hard it’s going to be for Tesla to turn a profit from it anywhere in the near future. If at all.

In some ways freight could be easier though. Preplanned routes allows you to map them like GM does with their hands free driving. If circumstances arise, you can go to a remote operator. Wouldnt work for all freight, but those going to big hubs should work.

>Tesla will remove there safety drivers within 3 weeks. You're trolling

He could sell it to Disney as a replacement for Mr. Toad's Wild Ride.

Tijuana Taxi?

Nothing in Tesla's business plans makes any sense. It's just smoke and mirrors to push TSLA higher.

Waymo is spending $20k on the sensors and predict that be $10k next year. Hyundai and Toyota will be making vehicles to use Waymo driver. They make way more vehicles individually than Tesla and at a far higher quality too.

Tesla has confirmed this.

What is stopping them from growing forever? Why cant they 1000x their current rides or 10,000x? The costs will continue to come down and the cars will keep getting safer until it is as cheap as personal vehicles, then they could take half the transportation market (which is currently like 8-10 trillion dollars).

Jeez you just don't get business do you. Tesla make there own cars at scale, so they will be more profitable than Waymo. Tesla has the power to under cut Waymo in pricing which they are already doing in Austin. Waymo are already losing money for Google. When Tesla scales and prices are cheaper than Waymo, then it's game over for Waymo. They cannot compete. Also Hyundai and Toyota are not making vehicles for Waymo. Waymo is buying their cars at full price and retro fitting there tech onto it. In there last earnings they said it costs 250k to retro fit a single car. Meanwhile the Cybercab will costs Tesla 15k to make.

Thank you for using johnnie cab!

You could also short circuit parking by just doing what ships do and have pilots that come aboard near a port and steer it in. Robos could go between distribution centers and just have valets there that back them up to the dock if it’s too tricky for AI.

Since its own by Google, I am sure they are more interested in technology and then eventually license to big car manufacturers…. I could picture car manufacturers opening motor controls and sensors to CarPlay type connection. Then anyone with Google phone has a instant L5 driving

So you don’t have vision. I do. I envision a world where some people don’t ever own a car. There’s about 200-300 million drivers just in the US. Imagine if 20% subscribe to Waymo service. And use it every day. Then factor in at some point the tech gets cheaper and simpler. People start buying their own sensor equipped car and turn it into a taxi. And this tech can be used for trucking as well. And not just the US. There’s 9 billion people in the world.

Most cars sit 90% of each day. It’s horribly inefficient. Give it a generation. Lots of people would stop owning a car.

Dude Waymo building cars isn’t always going to be as expensive as it is right now. There literally a hundred companies that can build the car. It’s the sensors that cost. But like every technology, those prices will drop. Do you have any ability to see 5 years, 10 years ahead?

...do you known about taxis?

I have seen automated self parking of a semi to different dock types at a Knorr Bremse tech day 5 years ago. Definitely not a barrier tech wise

Honestly the AI is better at tight maneuvering than a human. Ever see a Waymo roll through a spot a human would nope out? They know to an inch the size of the vehicle and slide into a spot a human would assume too tight not enough room.

There already is public transportation and taxis. There isn't a reason to own a car today that wouldn't be there when taxi drivers lise their jobs.

Yes. Have you ever used a taxi service? There’s a lot of reasons why they suck.

Hahaha oh man, this is equal parts funny and sad.

They already have beat Tesla because they’re doing it right now.

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And taxis are horribly inefficient compared to public transportation. Surely everyone's going to switch to public transportation any day now right? Americans would never spend lots of money on things they seldom need. Is that why Tesla only sells EVs with 250+ mile ranges?

But not cheap. Driverless cars will be dirt cheap. Does anyone here have ANY vision?

Normal cars are much cheaper. Driverless cars can't be dirt cheap anytime soon. Will they be in 10-15 years? Maybe. And the moat important question is: will the ride be much cheaper? Probably not.

5 years. It’s all about scale. The other thing you are not getting is this doesn’t just stop at cars. This technology will apply to drones in the distant future.

I heard 5 years 5 years ago. Why would I not get it? I do. I still think the rides would not be much cheaper and I would still need to own a car for the same reasons I do now, even when the taxis start driving themselves.

What you heard 5 years ago had no bearing on what we have today. Secondly not everyone thinks like you. Imagine you are married. Do you both need a car? I do now. Will I need a second car in our household if I can take a Robitaxi to my work which is 4 miles and 10 minutes away? I don’t think so. That still leaves me a car for longer trips.

You can take a regular taxi right now. How is it that much different if there is no driver?

> So, if they say 10x that to 140 million, get what 25,000 cars on the road and have a 10% profit margin, then they make 283 million annually in profit on 2.83 billion. Thats not much. Autonomous taxis are never going to be a big moneymaker - for anyone. I've always assumed that the goal for Waymo is a development company for developing and then selling autonomous tech to other manufacturers. Though, honestly, the auto makes don't have enough money to make this a huge profit center for Alphabet either, nor will the average consumer pay $5k-$15k, or whatever it'll cost, for autonomous driving. Some will, mostly tech pundits and people who spend a LOT of time in the car, since it will get them a lot of time back. >I have struggled to see how autonomous driving is worth the investment. It's absolutely not. The idea of autonomous cars, taxis or otherwise, is great, but the reality is not - today. Too many companies bought the BS from Elmo and pushed too hard into autonomy, wasting billions. Eventually the tech will shake out, but there's hundreds of unsolved hurdles still.

Margins are going to be a lot better than that. The cars pay for themselves in 2 years and can run for 20+. LiDAR is now very cheap, $10K or so. And Google owns the compute and server infrastructure, so its costs are extremely efficient. Margins of at least 50-70% are reasonable.

14 million? That's way mo' than Tesla.

Buying your own robotaxi is never going to be profitable. If the tech turns out the way you think it will, then having your own taxis won't be worth it.

> And before you say Tesla FSD doesn't work. It's a level 2 system that even struggles with that. Sorry that facts are hurting your feelings.

> there car Figures.

> Common sense would tell you, that means the testing they are doing in Austin now has been flawless I mean if you had any common sense you would not believe a word Elon says.

Yes, but he’s been abusing it every day for weeks and his luck hasn’t run out yet.

But most cars are in use the same key hours.

Miles rather than time cause most of the depreciation and maintenance requirements so there isn’t really an advantage to be had once you reach a threshold number of miles. At best it gets rid of people’s second cars.

But they won’t have to be

At best is pretty freaking good. And time is bigger than you might think.

Are you planning on fixing remote work for everyone? For as long as rush hour exits this limits the market of robo taxis. I think the larger win for these companies will be licensing the tech to other car manufacturers to make self driving cars ubiquitous. Get it to be a 5k upgrade on any car and you will see mass adoption.

Tesla has an advantage of being able to sell without significant vehicle upgrades. This should make their role out faster than want if they can make it work.

We don’t have to all start between 7:30 and 9:00. Robotaxis will push that.

Why would robotaxi pus that when avoiding rush hour hasnt?

Maybe not. But there are still opportunities to greatly reduce the number of cars necessary. If the rush hour is 3 hours long a taxi could conceivably run 3-4 people to work. Also carpooling works well when organized by computer.

Uber car pooling already organized by a computer. People hate it. With a dead head trip back out to the burbs some of the early trips perhaps could be doubles. But again since cars mile out rather than age out you are actually increasing the number of cars required because of the dead head miles. Does this get made up by reducing the amount of premium parking required? Maybe maybe not. To me the win will be fewer accidents as we eventually ban human driving. But I see this as consumption negative as number of miles will increase.