Robotaxi is coming (Ep. 760)

When Tesla releases their unsupervised Robotaxi platform will adoption be sluggish or fast?

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Robotaxi is coming (Ep. 760)

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44 Comments

  1. Glad to see you back Dave. The Tesla community desperately needs your level headed commentary, insights and common sense.

    1. You make the “Tesla community” sound like they’re afraid they’ve become bag holders 😂

    2. Hi Dave, first and foremost I wish you and your family the best in overall health outcome and well being.

      Second of all I think you are one of the most trustworthy and level headed people in the Tesla investor community so that should make all of us very pleased to hear from you, welcome

      Thanks.

    3. yes, more level-headed, grounded, more consistent and rational rather than those emotional charged and and hard pounding
      his voice is quite calming too

  2. The rollout of Tesla insurance should preceed the rollout of Robotaxi.
    I’ve heard very little about the Tesla insurance lately. But it seems that it’s very fragmented business in the US, with different rules and hindrances between different states.
    We need to know more about that!

    1. Tesla Insurance is still not here in Florida and we have the second most Tesla EV’s only second to California. Why is that?

      As of March 2024, California had the most Tesla EVs registered in the United States, with 903,620, followed by Florida with 167,990, and Texas with 149,000.

  3. Love your work Dave! I believe Tesla needs to first roll out their own Tesla robotaxi fleet for a time… to make sure operations are stable before opening up the platform to the privately owned Tesla fleet

    1. Already happening in China. They have clearance for ten cars from one city to airport I believe ..

  4. Flick a switch, instant millions of robotaxis. This in conjunction with dedicated robotaxi form factor means instant robotaxi fleet. Tesla isn’t stupid.

  5. I really hope Cathie’s prediction will come true. However, it is time to brainstorm uncertainties that could derail adoption of robotaxi. First, will robotaxi need to pass some regulation? Second, “significantly safer than humans” may not be enough. A couple of incidents can lead to really bad publicity.

    1. These are the two main things that everyone has talked about endlessly in the Tesla creator community, how are you still bringing it up?

    2. ​@@MrGeary08″robotaxi is near” has been discussed by the community for half a decade yet i don’t see you complaining about the video. So repeat the positives at nauseum but ignore negatives?

  6. I’m a Tesla bull, BUT when FSD basically doesn’t work in Colorado for instance,it’s not going to be universally available. As you said Dave, expect well known urban areas with local metro areas and highways between these points, hope things are going well for your wife.

    1. Up the TAM shrinks real quick. San Fran is a wash because they are a war zone now, Everyone trying to leave if they can. NYC is wiped out. It’s basically some parts of Cali:TX and FL. New England is a wash won’t work

    2. @@khuo0219 iNot sure but the reports are from Brian for instance at FutureAZA who tried it after hearing confirmed it. Not sure why exactly but it was very unreliable.

    3. I live in Colorado and I love my FSD! I avoid driving our other EV that doesn’t have FSD because the MY with FSD is just so much safer, easier and more enjoyable. Driving in Aurora, Denver, Golden and Boulder. Maybe you don’t have v12? It’s not perfect, but it’s 100x better than driving without it. Curious if you have v12 and if you’ve tried it lately.

    4. @@ddextera Brian at FutureAZA commented on this problem, and claims he heard this and observed it while in the area. Maybe it depends on which part?

  7. I look at it this way, since GM Cruise driverless cars were not in big demand for use, why should I think that Tesla will be. Not a game changer.

  8. Great to see you posting more Dave! Your insights are very helpful and needed in the Tesla investor community, especially after Rob rode off into the sunset.

  9. I’ve been missing you, Dave. Great you’re back. Hope all is well with your family.

  10. Owners are not going to want to use their cars as a robotaxi. It requires a lot of work to run a taxi business. You’re not just going to put your dirty Tesla out there for use

  11. Most rich people stay rich by spending like the poor and investing without stopping then most poor people stay poor by spending like the rich yet not investing like the rich but impressing them

    1. Exactly! My grandparents were so frugal but they had a TON of money on both sides. I remember my grandfather telling me “you want to make money while you sleep.” And I guess that attitude passed down to my dad (RIP), because I remember going to his house one day and I had bought something I really liked, so I wanted to show it to him. So I said “Look at this!
      Isn’t it cute? It was on sale…I saved 50%!” My dad replied “Well, if you’re spending, you’re not saving.” Obviously I had no retort, and that has always stuck with me.

    2. Saving and investing wisely while prioritizing necessities and a few small luxuries in relation to one’s total assets is a great approach. It helps ensure financial stability and I my for the enjoyment of life’s little pleasures without compromising long-term financial goals. It’s all about finding a balance that works for you!

    3. very true, a huge part of my portfolio growth has come during this bear market. I’ve been able to scale from $180K to $572K in a short period of time.

  12. Hi Dave, I had a thought. Elon talked about the value of being in the robotaxi fleet exceeding the monthly cost of owning the car. Once this is the case you create an incredible amount of demand for the cars because you don’t have to worry about the payment. You can basically get a Model three or model Y for free if you put it on the Robotaxi network for a certain amount of hours each month. This is a way to utilize the entire capacity of all the factories and accelerate the adoption of robotaxi. Love to hear your thoughts.

  13. Elon: Robi taxis will come out in 2020.
    Dave: Robi taxis roll out will be much faster than expected
    Norms: Yeah yeah yeah
    Sane person: what year is this?

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