Tesla’s robotaxi debut in Austin got people excited. But can the company compete on the global stage with Chinese AV giants like Baidu and Pony.ai?
Literally anyone [still] in the autonomous vehicle market is ahead of Tesla. They’re a joke.
Anything but trains, subways, trams, or buses?
Tech won’t solve traffic, proper investment into public transportation will. Investment in these startups should be funneled into self driving public transportation.
China has quite a number of trains already. Arguably they overbuilt their train network as much of it is heavily underutilized.
Heavily underutilized for now. It’s significantly cheaper and easier to build the network too early than too late, when you have to coordinate property acquisition and demolition across the full length of the network.
Heavily underutilized for now.
China has a birthrate of 1.15 children per woman. When is this later time you allude to when there will be more people to utilize the heavily underutilized network?
Does the US only really have Tesla?
Waymo is already live in 5 US cities. Waymo has been operating in Austin for over a year city-wide while Tesla kept moving back their rollout and still only operates in a sliver of the city, and only during the day in good weather. Zoox has been heavily testing in Austin and is likely to go live at some point soon.
There’s Waymo (which by the way is owned by Alphabet aka Google) and Uber is now entering the market by partnering with Lucid. All that to say is that Teslas valuation is still nonsense even if they do manage to rollout 10 gazillion robotaxis in the next 6 months because they are not the only players in the market. Or in any market that they are in for that matter.
