A comparison ride in Austin included Tesla Robotaxi and Waymo; Tesla began public Robotaxi rides on June 22 and Waymo opened its vehicles to the public in March. Both platforms provided safe, smooth rides and top-notch overall performance. Tesla Robotaxi operated without external hardware, relying on exterior cameras and blending in with other Teslas, while Waymo and Zoox vehicles used visible LiDAR rigs. Robotaxi fares were roughly half the price of Uber, indicating the ability to win market share by weaponizing price. The rider experience preferred Tesla Robotaxi due to inconspicuous appearance, lower cost, and comparable ride quality.
Dorsheimer visited Austin recently to ride in both Tesla's Robotaxi ride-sharing program and Waymo, which has operated slightly longer than Tesla has in the city. Tesla started rides on June 22, while Waymo opened its vehicles to the public in March. A Tesla Model Y L Robotaxi is a legitimate $47k Waymo killer The analyst gave both platforms the opportunity to present themselves, and by the end of it, one was better than the other in terms of rider experience. However, he noted that both platforms gave safe and smooth rides.
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.
"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. However, there was one distinction between the two and it provided a clear consensus on which was better.
Collection
[
|
...
]