Some financiers argue that Tesla's prospective robotaxi service need to not be consisted of in appraisal designs since other business will quickly catch up as soon as Tesla resolves not being watched FSD. Nevertheless, the ride-hailing market has strong winner-takes-most dynamics, and Tesla's substantial lead in generalized autonomous driving innovation would provide a major advantage in developing a dominant robotaxi network that would be very hard for rivals to challenge.
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So happy to see you putting videos out again Dave. You’re the best. You and Rob are very missed ! Only balanced bull with a brain nowadays is Dillon with Electrified. ❤
You are on a roll these days with the videos Dave! Hope to regularly hear more of thoughts… You are missed😊
You don’t need to tip the driver if there is no driver 😢
Disruption of the hidden tax 😀
glad see you back to the community, Dave!
Great to see Dave getting excited, hope family is doing great Dave !
Dave on a video tear post shareholder meeting – bullish! Hope you and your family are doing well
It isn’t just the 4-5 year lead in autonomous driving… it is the 10(?) year combined lead in autonomy PLUS enabled fleet of millions PLUS the manufacturing capability to ‘profitably’ add several million vehicles per year.
SpaceX has reusable rockets and 90% of the launch industry. No competition 10 years later.
Dave Lee : Tesla wisdom
Thanks for the great content. Prayers and thoughts are with you Dave.
Fast food companies will want their own self driving delivery vehicles. I think they will load up and then deliver far more cheaper and efficient than any current food delivery service.So you could potentially have companies like McD buying fleets of Tesla self driving delivery vehicles.
Disagree. If they owned a fleet, that fleet would mostly sit idle. It’s more likely that the Doordashes and Uber Eats of the world would leverage FSD vehicles. Much more likely that fast food would integrate with 3rd party FSD solutions, just like they already integrate with 3rd party payment and delivery solutions.
I assume far down the line drones will bring food. ( quicker. Cheaper )
I was laughing once telling my brother in the future all houses will have package slots on the roof to get you your crap 😂
Tesla isn’t just “four to five years” ahead, they are also billions of miles of data ahead. Even the competitor(if any) has the compute power in the future, they still don’t have the data to train their model.
I agree with this take. Thanks Dave
How all this robot taxi will charge? Will Tesla pay a person to stay at charger and just plug car coming in? Is there even enough super charger ?
I’ll believe it when I see it on the stock price: another maybe news hyped up just like solar, cyber truck, semi, and FSD.
Uber n Lyft drivers also pick n choose customers..favoring requests for longer rides over short rides to get reimbursed more. Robotaxi’s will not be so discriminating making it a better service in this regard.
Thank you, Dave!!! Always a pleasure to see you pop up and dispense insight and wisdom. Exciting to imagine the future!
Once again, Dave Lee is Spot-On.
Glad to see you back Dave! Always appreciate your insight!
Happy you make videos again
Would be good to hear some of your experiences with fsd