Tesla's Robotaxi used only exterior cameras and lacked external LiDAR rigs, allowing vehicles to blend in with other Teslas and feel inconspicuous in traffic. Waymo and Zoox vehicles used LiDAR units that made them visually distinct. Robotaxi rides were priced roughly half of Uber, demonstrating a significant price advantage for gaining market share. Both Robotaxi and Waymo provided safe, smooth, top-notch ride experiences. The overall feel and environment of the two platforms differed markedly, with Robotaxi offering a less conspicuous presence and a lower-cost option while maintaining comparable safety and ride quality.
Dorsheimer said that Tesla's first big advantage was vehicle appearance. Robotaxi uses no external equipment or hardware to operate; just its exterior cameras. Meanwhile, Zoox and Waymo vehicles utilize LiDAR rigs on their vehicles, which made them "stick out like a sore thumb." "In contrast, the robotaxis blended in with other Teslas on the road; we felt inconspicuous flowing with the traffic," he added.
The next big victory went in the way of Robotaxi once again, and it concerned perhaps the most important metric in the ridesharing experience: price. He continued in the note: "Confirming our thesis, robotaxi was half the price of Uber, showing its ability to win market share by weaponizing price." In terms of overall performance, Dorsheimer noted that both platforms provided safe and "top-notch" experiences.
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