Uber Managers PANICKING: Tesla's Robotaxis Are About to OBLITERATE Uber. Here's How! 🚗💥

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Uber Managers PANICKING: Tesla's Robotaxis Are About to OBLITERATE Uber. Here's How! 🚗💥

Рет қаралды 30,619

Күн бұрын

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Sections:
00:00 - Intro
01:19 - 1. The Buying Uber Fallacy
05:30 - 2. X Marks the Spot
09:00 - 3. Dominate and Conquer
11:34 - 4. The Robotaxi Army
16:35 - 5. Uber's Downward Spiral
21:30 - 6. So Who's Right?

Пікірлер: 273

@ConnectingODots Ай бұрын

Will Tesla disrupt Uber, or will it be another Lyft? Let me know what you think! ➡Raycon's Everyday Earbuds really are my favorite pair. Go to buyraycon.com/ctdots and experience them yourself ➡Consider supporting me on Patreon, Get Ad-Free access and exclusive content: www.patreon.com/ConnectingODots

@steveperreira5850 Ай бұрын

I don’t see how Uber competes With Tesla. The driver is the main cost, the human. Get rid of him, and it’s smooth sailing

@GenRicOpekc Ай бұрын

@@ConnectingODots Yes, just based on Tesla drivers. The cars are safer right now. The Cybercab will take 2-3 more years.

@djlovetap2141 Ай бұрын

Well said. It’s already done ✅ Robots and AI will be Tesla’s next frontier. They will be the biggest company ever and permanently

@manuelschaefer6195 Ай бұрын

@Raymond-wj4ol Ай бұрын

Bang on, Tesla does not need Uber.

@unklekal7571 Ай бұрын

If Tesla can give me a ride for 1/3 the price, plus there's no one to tip, then it might be worth it to just not own a car.

@jamespaul2587 19 күн бұрын

They won't offer a service at 1/3 the cost, and autonomous driving still requires regulatory approval.

@CHMichael Ай бұрын

Given that all drivers are completely blead out and talk bad to riders about the company i don't see anyone being loyal to "the brand"

@mervstash3692 Ай бұрын

😂😂😂 met them all have you?

@CHMichael Ай бұрын

@@mervstash3692 are you driving for Uber at the moment?

@mervstash3692 Ай бұрын

@@CHMichael no mate, I have a real job

@teslabot5650 Ай бұрын

hail through X. thats very intresting!

@grahambrown42 Ай бұрын

Indeed!

@CHMichael Ай бұрын

Elon always wanted to create a us "you pay / chat " perfect way of introducing payments. Edit: we not you ... we chat / pay

@jkimo1178 Ай бұрын

Brilliant! That would also dovetail with Elon’s desire to make X the everything app (e.g. banking)

@HopeIsFleeting Ай бұрын

It would make X less user friendly AND make it harder to hail a rabotaxi. Totally stupid idea.

@grahambrown42 Ай бұрын

@@HopeIsFleeting Can you explain why? An new button for ride hailing makes the X app less user friendly? A new button makes ride hailing more complicated?

@pangert1 Ай бұрын

That’s why everyone should load up on Tesla stock before it goes ballistic 😅

@erictheblue7256 Ай бұрын

If robo-taxi is ultimately priced very low per mile, it's going to disrupt mass-transit in cities too. Why ride the bus or train when you can get a private custom tailored ride (interior temp, seat position and media set to your preference on arrival) for a little bit more. Robo-taxi also has the advantage that it will pick you up and drop you off at your precise destination.

@kevtheobald Ай бұрын

Totally agree with focus on certain markets. Putting a garbage service e everywhere will just make the public hate the service. If they focus on key markets that works very well, cities and other governments will invite Tesla to bring the service there.

@miketran8987 Ай бұрын

Tesla doesn’t have to give free rides. There are many stores, like the supermarkets, will pay Tesla to bring the customers to their stores to shop.

@snookmeister55 Ай бұрын

Tesla doesn't need anything from Uber. Nothing.

@timtessman3107 22 күн бұрын

Tesla does need something from Uber... Uber's Customers. BTW, not returning these Customers to Uber

@snookmeister55 22 күн бұрын

@@timtessman3107 Uber customers already know how to download apps. They'll leave Uber like fleas off a dead dog when there's a cheaper, better alternative. Driver not needed at some point, nor a customer data base.

@snookmeister55 21 күн бұрын

@@timtessman3107 Uber wishes that was true but it will be as simple as customers downloading an app for lower cost service without unneeded driver.

@MarkS-yb1bl Ай бұрын

Good stuff. Riding in a new cyber cab is on my bucket list. At my age it can't come soon enough, lol. Thanks for your report!

@mervstash3692 Ай бұрын

Cringe alert

@ConnectingODots 21 күн бұрын

On mine as well (and Cybertruck too!)

@CforCybertruck Ай бұрын

You left out the experience with autobidder and real-time arbitrage. Using similar techniques and algorithms, Tesla's margins can be optimized dynamically while undercutting competitor's margins.

@davab Ай бұрын

Uber investors keep saying uber has some unique price surge pricing method but like you said, it's not a rocket science

@American_Energy Ай бұрын

This thinking is too small, IMO. Tesla is trying to disrupt oil…. It’s doing that by replacing individual vehicle ownership. It’s a new market.

@CombatSport777 29 күн бұрын

As a Tesla investor, I think buying Uber or Lyft is a horrible idea. Tesla can develop its own software and integrate it from the ground up. People will rapidly jump ship on current ride hailing companies and use Tesla’s. I think many people will see that robotaxis are cheaper and more convenient than owning a vehicle. I predict that eventually Tesla will have a variety of options for people to rent boats, trucks, trailers, campers, quads….. This could disrupt all types of industries. 99% of people who own a camper do not use it enough to justify owning it. Also, trucks are extremely useful for hauling things or taking your dog places, but they are not always necessary. You could ride in a car to the store but ride in a truck home to fit everything you bought

@mikebailey2970 Ай бұрын

would like to see Tesla rollout robotaxi service in Austin Tx first since they have the factory nearby. Once the service has been debugged then go after Uber's big 6 revenue generators

@steveperreira5850 Ай бұрын

Cherry picking, the best strategy, Uber will be decimated. They will go the way of blockbuster. 21:55

@snookmeister55 Ай бұрын

Me too. Texas first. More like Musk would be to launch Tesla test vehicles in Waymo's midst. Consider how he picked the only place in the world with competition to build the Shanghai plant.

@a1asdairpage Ай бұрын

Also, outside the USA, Uber doesn’t exist as a ride hailing service in its original form, where anybody with a car going in the same direction can give someone from the app a ride and earn a bit of money. Taxi companies got governments to require Uber to operate as registered taxi companies and they are basically a taxi ordering app. I’m not sure if Tesla will crack that legislation challenge because they will crush the existing taxi businesses as well and those taxi operators will fight hard.

@frodekleppe3884 Ай бұрын

robotaxi can also deliver groceries and hot food.

@iandavies4853 Ай бұрын

But for deliveries, don’t require airbags, nor small overlap front collision testing, no crash safety at all. No sound deadening windows, no double latch doors. No 4 second 0-60 mph. And likely not 2 ton weight.

@gregbailey45 Ай бұрын

@@iandavies4853not worth dropping standards for a small niche.

@mervstash3692 Ай бұрын

It can't do jack sh1t. It doesn't exist

@peterchung2024 Ай бұрын

TESLA doesn’t need UBER/LYFT, nor any ride share data from any other companies, they have unassailable lead with all the data they get from their existing fleeting. TESLA knows which of their cars are doing ride share . 😁😁😁😁

@mhfs61 19 күн бұрын

The only threat for Tesla’s RoboTaxi I can see is vandalism. Either plain vandalism or specific vandalism by competitors/taxi drivers. In a manned taxi people behave more or less. People tend to behave differently when no one is watching.

@eg300 Ай бұрын

Holy shit I just realized…. The advent of the robo-taxi. Also means the end of delivery gig apps, with the exception of maybe Amazon flex. Wow

@loweryjk Ай бұрын

Yeah basically every delivery job will be taken over by Tesla. Food delivered by Tesla, groceries delivered by Tesla, packages delivered by Tesla. Just wait until the cyber van pulls up and Optimus hops out with your Amazon order.

@eg300 Ай бұрын

@@loweryjk i don’t think Amazon would ever adopt Tesla products. Too much bad blood between bezos and Elon. I could be wrong. They are in the business of making money. And Tesla products would make business sense to almost every company….. another thought just hit me it’s seeming like as soon as robotaxi is introduced, and implemented insidiously, the world as we know it is going to change drastically. Scary how seemingly overnight, the world will be transformed first by robotaxi, then Optimus. People have no idea what’s about to happen. It’s going to get bad real quick especially on the job market.

@gregbailey45 Ай бұрын

Amazon will be very quickly on board!

@mervstash3692 Ай бұрын

Except Robotaxi isn't real champ

@eg300 Ай бұрын

@@mervstash3692 will be soon champ

@MossMini Ай бұрын

Gary Black is an average thinker. He has been constantly wrong

@garethrobinson2275 Ай бұрын

I tend to agree, I loved the point about Blockbuster and Nokia. Once disrupted by a rapidly producing competitor, their value falls surprisingly rapidly to near zero.

@intelligentcomputing Ай бұрын

I think Tesla needs to change their parts stamp to read: "Made on Earth by Humans...and Robots."

@Subdis-Kanal Ай бұрын

... maybe better: "Made on Earth by Humans...abusing Robots."

@gcauldwell Ай бұрын

@@intelligentcomputing “Teslas Designed by humans … Made by Optimi” 👍 (Like iPhones, Made in China … Designed in Cupertino, California)

@leeroychang Ай бұрын

X-cabs. Heard it here first...

@bdennyw1 Ай бұрын

Uber gets something like 25% of the fare. Stupid to think that getting 100% of the fare isn’t a huge deal.

@aestheticmarc Сағат бұрын

🧢🧢

@marcb1890 Ай бұрын

Tesla doesn't have to fully compete in the 6 profitable cities. They can choose the most profitable areas, routes and times with a lower number of Cars. Tesla can charge a portion ( Ex: 75% of Uber rate) to dominate those rides and let Uber cover the less profitable times and routes until TESLA has sufficient cars on the road. Faster penetration and higher margins in less time.

@FrunkensteinVonZipperneck Ай бұрын

“profitable” cities? Go on. Pull the other leg😂

@syweiner434 7 күн бұрын

Suggested feature: Alert rider if any personal item was forgotten in the car! Based on 2 pics of the cab (before rider enters and after exit) and a bit of AI. Not an invasion of privacy at those times.

@ShinkaTV Ай бұрын

While I see them advertising the Tesla app on X, I'm not sure they will integrate the cab experience with X (but they will integrate with Grok. As Grok becomes a personal assistant, I could see "get me a cab" integration then.) I think it's more likely to start out as a Tesla app with Grok integration. Users already have the Tesla app on their phones, so a new tab to "add to the network" is a simple update. Using X doesn't make as much sense to me, because Tesla doesn't own X. What if X was sold, or went bankrupt? Tesla would be out of luck. Tesla should be master of its own destiny, and (external) software agnostic. If Grok goes away, they could integrate with GPT or whatever without skipping a beat, and instead of advertising on X they could switch to any other platform.

@blurglide Ай бұрын

Buying Uber would be stupid. It'll take years for Tesla to build enough RoboTaxis, at which point they'll just eat Uber's lunch.

@gcauldwell Ай бұрын

5:20 - I don’t know which version I have but I love Raycons. They are the lightest, in the smallest case (unlike my Beats brick), of a half dozen different brands I have; they hardly ever fall out (using right ear now), they spell correctly from dictation as well as any, & MUCH better than some. I wish I had a cover for the case, as the paint is wearing off with use in pocket. I love rose gold, it doesn’t scream “Look at me“ like white or black even; and I got a major kick out of who Ray is, when I found out 🔥 Huge thanks for the recommendation CTD!

@gcauldwell Ай бұрын

Sorry, I lied - inadvertently. I saw the lady in the ad touching hers in the ear, reached to touch mine and realized I’m wearing beats right now at home. at work I only use Raycon. Everything else is too big, too visible, not loud enough, or more serious issues. But everything else I wrote is true

@bzn2sfo Ай бұрын

If Tesla Ridesharing has the price advantage we think, requiring a button on the X app isn't that important because downloading a new Tesla app is not a barrier. I often have my Uber app and Lyft app fight it out and I'll select the one that's cheaper on every single ride - I do this for a $3 dollar advantage. I'd be happy to let the Tesla app join the fight. For Tesla, in the beginning, it will be about price and time until pickup. Once they get their numbers up to Uber/Lyft, it will just be about price.

@Techridr 28 күн бұрын

But since there is no driver, you really can't call it ride sharing

@ismailnyeyusof3520 Ай бұрын

This makes so much sense how valuable Elon’s purchase of Twitter was!

@EnglishCad Ай бұрын

Uber bosses will be ordering Robo taxis in the millions. Instantly they remove the drain on their profit margins. The drivers. In the long term its not looking good for delivery and taxi drivers in the West.

@antoinepageau8336 Ай бұрын

It’s no longer a question of if this happens but when. I got V12.4.3 last week and it again moves the bar forward significantly.

@Matzes Ай бұрын

I dont think you nees to spend money to aquire customers. The product (if it works) will be so mind blowing and magical. People will run to their appstore and use it immediately. No need to persuade them at all

@brianbourke8859 Ай бұрын

You could start it up in any city with former leased vehicles. Any city worldwide can start with an airport-based service to the CBD and in the connecting corridor. Add a extra button if help with luggage is required. Then send a vehicle with a human to handle the luggage. I gave up driving Uber as I was fed up with peak-hour traffic. If sitting in an autonomous vehicle driver stress is less and can work longer hours. One complication is finding legal spots to pull over to get passengers in or out. Any city worldwide can start with an airport-based service to the CBD and the connecting corridor. In practice that would also mean some out of zones trips. The initial operation could send out offers to subscribers based on the vehicle path while it is traveling back to the operational zone. Consider senior citizens as occupiers of the driver's seats. This would cover any delays while regulatory approval is ironed out.

@joezip6389 19 күн бұрын

All I know is if the driver is nice I tip 20% or even more if it a short trip, not having to tip a driver saves me $ (I know I do not have to tip, but I am inclined to)

@mikem6549 Ай бұрын

Sun soo approximately sandy. Fight the enemy where they aren't. Vegas loop and shortcut toll tunnels, countries where uber can't work, long haul routes.....once tesla becomes ubiquitous elsewhere then they out compete uber as everyone expects tesla-everywhere.

@iandavies4853 Ай бұрын

Don’t fool yourself, Tesla Robotaxis will be 10x Uber’s 1.5 mill drivers. US fleet is 300 million cars. Expect to replace 100 million with 20 mill taxis, 2 mill pA. Tesla will need to quadruple present production of 1 million vehicles pA for 5 years - then make replacements. This is why generation 3 is required - high production numbers, high automation, ease of assembly.

@corresandberg Ай бұрын

Tesla could license out hail service to Meta, and others that have users all over the world not only X for Americans. So - FSD is important for Tesla, which everything app that has it is of little difference for Tesla, who can be on all inc Chinas social apps.

@intelligentcomputing Ай бұрын

Brillant and well-articulated. Thank you, CTD.

@LeesReviews69 Ай бұрын

I thought the Tesla app would be the interface. While I like X, having people sign up for X is too much.

@hagen.360 Ай бұрын

I am so looking forward to the future. It amazes me, what could be reality in a foreseeable future.

@garethrobinson2275 Ай бұрын

The present is already amazing, the future is unbelievable! What a time to be alive.

@badbeetle2942 Ай бұрын

Basic income will be needed for people

@olyalphy Ай бұрын

The voices calling for Tesla to buy Uber/Lyft are idiotic. Tesla only makes small acquisitions for specific tech or patents. I don't see either Uber or Lyft having any "secret sauce" and Tesla will easily launch a ride hailing feature within the Tesla app. I doubt they will embed it within X.

@mannygee005 Ай бұрын

in the far future the FSD software comes with the car. This will be when owning a car is no longer necessary because robotaxi fulfill all transportation needs at lower costs. Those who still buy a car can add their car to the robotaxi pool and profit is shared so it's a win/win, no one loses.

@michaelgouda7882 26 күн бұрын

Tesla has purchased very few companies in its history. They have the software capability to write an app that is superior to Uber in a month. Additionally, it's doubtful that Uber software could be easily integrated into the software running autopilot. Tesla's brand awareness is superior to Uber so I just don't see where there's a fit.

@akeslx Ай бұрын

Thanks!

@ConnectingODots Ай бұрын

I highly appreciate it, thank you 🙏

@akeslx Ай бұрын

@@ConnectingODots even though, Google probably takes half 😂

@georgeginsburg545 Ай бұрын

Robotaxi is still at least two years away, though. Still too many unsolved edge cases to set your Cybercabs free in the wild.

@HopeIsFleeting Ай бұрын

The edge cases now are basically down to people getting stuck. Which can be solved by remote driver assistants. The technology is ready to go but we're in an interesting spot where the software is improving at such a rate, Tesla might as well wait 12 months for FSD to see a 100x improvement. (If they're right and it really is improving at a rate of 10x every 6 months).

@gregbailey45 Ай бұрын

Tops.

@georgeginsburg545 Ай бұрын

@@HopeIsFleeting Yes, I know we humans have trouble comprehending exponential rates of improvement. But I still don’t think society is ready to approve Tesla Cybercab for at least two more years. Just my personal opinion based on instinct. However, I hope it’s approved sooner, as I’m fully invested in Tesla stock.

@downtourth Ай бұрын

One big prob, Tesla's are not autonomous, though their drivers are..

@nuthinbutluv4u142 19 күн бұрын

In 3, 2, 1...

@chrishvs Ай бұрын

This is a really good analysis. And these few sentences are the most profound change we will see this century: “we're not just witnessing the potential fall of a ride hailing giant we're seeing the birth of a new paradigm in urban transportation one where AID driven electric vehicles don't just replace taxis but fundamentally alter how we think about car ownership City Planning and Mobility itself in a paradigm where cars are far more than just cars they are shape-shifting autonomous robots”

@larrydugan1441 Ай бұрын

Change is coming. Interesting take on possible events.

@humunu Ай бұрын

Just wow. And Lyft will be gone before Uber even starts sweating. Stunning, and inevitable.

@elios633 Ай бұрын

Are these robotaxis in the room?

@FrunkensteinVonZipperneck Ай бұрын

Has Elvis left the Robotaxi?

@aremmell 15 күн бұрын

I hate to be the bearer of bad news, but there will never be Tesla Robotaxis in this dimension of the space time continuum.

@mikapeltokorpi7671 Ай бұрын

Uber is about 10x overvalued vs. net income. It should be around $15 billion. There is no significant growth path with Robotaxi for Tesla. The whole global taxi/ride-hailing business is around $250 billion a year.

@gregbailey45 Ай бұрын

Tesla robotaxi will reduce the cost of TaaS and cause many new opportunities to occur!

@WrathChild-NZ 28 күн бұрын

If you owned a tesla with and didnt buy FSD subscription, can you add your car to the robot taxi fleet and then get it to drive yourself to a location and then turn off robo taxi so that you get a ride without having to pay for FSD lol?

@suchdevelopments Ай бұрын

😄Good day from GOONELLABAH, NSW! 🌏 I'll embark on a six-month journey to circumnavigate Australia in two CYBERTRUCKs and a Tesla Semi, covering 22,000 kilometres at the end of February 2025. - Cheers, Ian Cleland

@mervstash3692 Ай бұрын

No you won't champ. We have actual safety standards on Australian roads.

@joezip6389 19 күн бұрын

Do you need a co driver? Sounds like an amazing adventure Cheers

@suchdevelopments 18 күн бұрын

@@joezip6389 Yes, I will. People will come to me in December. Could you send me your information?

@jamespaul2587 19 күн бұрын

Autonomous driving still requires regulatory approval, Uber is safe for a while.

@philjones9356 Ай бұрын

Well thought out and well said. Thank you. I have just happily subscribed.

@peterchung2024 Ай бұрын

Permanent grave yard for the TAXI services world wide, not just UBER/LYFT.. Kinda weird that Taxis are still around? Anyone?

@alanlight7740 Ай бұрын

Kind of the opposite. There won't be taxi _drivers,_ but taxi _services_ will be bigger than ever, and there will be other sorts of jobs in the industry to service the increased number of taxis on the road.

@MarcoTrillion Ай бұрын

Uber has nothing other than app, a well developed app for using other people time and assets/cars from personal gain. They are dead as we speak. Tesla has been building this FSD since the beginning. I own a Tesla with FSD and when the time comes I'll include it in the Robotaxi fleet, and I'll also be happy and excited to use a robotaxi when my car is out, making me money. One last thing, I don't think Tesla will need to offer free rides, being that the demand for a Robotaxi will be super super! Crazy! Tesla can easily outbid anyone on price. Thank you for video. 😎🙏

@terryjagers2280 Ай бұрын

You forgot to mention that Tesla cars off peak in their robo taxi role can be used for grid stabilization with its vehicle to grid tech plus its HW 3 / 4 computer can be used for AI inference also generating revenue

@420Tecknique 26 күн бұрын

Would work excellent where i am cause every intersection i sit at has at least 2 and typically 5 teslas waiting there which means you would have super easy access to rides

@GiantsOnTheHorizon Ай бұрын

I don't think Twitter is going to help Elon reach anymore clients than he otherwise would have by just developing an alternative to Uber app.

@ConnectingODots Ай бұрын

The most omportan example is Lyft. It could be as good as Uber and possibly cost slightly less, but people say "why do i need two ride-hailing apps" and keep using uber. With X, many - including Uber users - already have it

@GiantsOnTheHorizon Ай бұрын

@@ConnectingODots Your Lyft example is common with whoever wins a category. However, Tesla will essentially be a new category of self-driving ride hailing and the easy category winner. This new category will be superior to the driver version with cheaper costs, no drivers, and an electric fleet. You don’t need to spend $40 Billion on Twitter to make that successful - especially when a huge portion of the world already follows your every move. So, my point is simply that when you own and control a vastly superior category, a button on Twitter will make no difference.

@mannygee005 Ай бұрын

Wow, x app will have ride hailing. Could they replace payment app as well? I bet you're about to say so. When buying a Tesla there's a 3rd party app that handle the payment - X everything app could replace it. And could it process robotaxi payments as well? Need this stuff.

@pkthe2ndhokage188 Ай бұрын

100% Tesla is aiming to destroy Uber.

@lifeofrichard Ай бұрын

Clearly you never heard of regulations, liability, passengers damaging vehicle, Autopilot is no where near ready to drive on their own, Tesla does not want to be on the hook when someone gets kill which would happen. Robotaxis is just a stock pump by Elon Musk. Most drivers will not want to have their car get mess up by passenger.

@GenRicOpekc Ай бұрын

The Robotaxis will need fleet storage/charging/cleaning centers right?

@furryrug5998 Ай бұрын

Yip, but nobody else seems to realise this lol. It’s all about the share price.

@HopeIsFleeting Ай бұрын

Yea, they're called car parks (parking lots for the Yanks). With so many cars taken off the road, massive areas of parking will open up that Tesla can use for the things you've listed.

@HopeIsFleeting Ай бұрын

@@furryrug5998 Of course people realise this. It's just not an issue because of the amount of parking that will be opened up because of the number of cars that will be taken off the road.

@furryrug5998 Ай бұрын

@@HopeIsFleeting If they knew they would require a massive supercharger network upgrade why did Elon fire the bulk of team who deal with the infrastructure rollout? Good public transport gets cars off the road. Robotaxi may actually increase the number of vehicles on the road.

@HopeIsFleeting Ай бұрын

@@furryrug5998 Good question with several answers. 1) You need to keep a good balance sheet in the present to assure future growth. Tesla had to trim the fact to maintain positive cash flow and keep investing in more immediate concerns like acquiring enough compute to create the models needed for FSD. 2) Cars have not yet been taken off the roads so these parking lots are not yet acquirable. 3) Tesla already has the best charging network in the world. Now they have control of the charging standard, they are in a position where they can let other people build charging infrastructure for them which they have access to. As for public transport, you're right. Taxis are a service open to the public so I would class them as public transport in a way. The difference is, they are not tied to one route, making them more convenient than buses. However I foresee Tesla building autonomous buses for major transport routes too. I see no outcome where robotaxi increases the amount of cars being produced. Your average car is used around 2% of the time. If that number goes up to 4%, that means you need half the amount of cars for the same amount of travel and so on. There is absolutely no reason why personal transport and public transport cannot coincide though. In fact, that would be the best way to travel, let's say, from a house in the middle of nowhere where public transport does not go and, well, anywhere else. Unless you think that people who live in the middle of nowhere shouldn't travel??

@jwmc41 Ай бұрын

Disruption doesn't have to mean instant domination. That can happen overtime boot strapped by the robotaxi profitable operations.

@charlesrovira5707 Ай бұрын

Most of these executives are panicking for no reason. *RoboTaxis* are first going to be bought by deep-pocketed _Fleet Companies_ (like *Yellow Cab* in *New York.* ) *Uber* and *Lyft* will be the next big purchasers. Then the rare individuals. *RoboTaxi* is a way to clear some of the *Liability* side of a corporate balance sheet.

@kelk1134 Ай бұрын

Thanks for putting out the video!❤

@007_TheWatcher Ай бұрын

Great analysis on this topic!

@PrismSub7 Ай бұрын

should tesla prioritize the cities with lower air pollution but high uber penetration or with higher air pollution but lower uber presence

@FrunkensteinVonZipperneck Ай бұрын

What if Uber penetrates the air pollution?

@slivkask8329 Ай бұрын

Hmm, interesting video. Looking at the facts, if I were an Uber investor I would not be bothered. Elon is promising FSD from 2016, and even after 8 years, in 2024, FSD is still not working. So no robotaxis in the near future. 😉

@HopeIsFleeting Ай бұрын

Hilarious! The logic for having a ride hailing app within your social media app is ridiculous. I know this is an Elon fan page but the copium is off the charts. I can understand buying physical things from Twitter but ride hailing services? It would be far easier to just change the app (to maps, Uber, Tesla etc) than to have all this noise taking up your social media app. You are obviously not a software developer if you think that would improve the user experience. Also, you do realise how easy it is to switch between apps on your phone right? Why the hell would anyone want to bog Twitter down with Robotaxi stuff when they can just use a Robotaxi app? It makes absolutely no sense whatsoever.

@urbpharmer2718 Ай бұрын

A 25 minute video about a product that may not be available for many years or possibly never. I would think that China having several low cost car producers would be able to compete. Tesla won't have a monopoly for long if ever. Every assumption and claim you mage is dependent on FSD achieving Level 5. Could be more than a few years away.

@FrunkensteinVonZipperneck Ай бұрын

In 2019, there was no vaccine for Covid …🎉

@williamcrowley5506 Ай бұрын

Excellent breakdown. Things would be coming along nicely if Elon wasn’t endorsing project 2025. I find it hard to believe he has read that thing and agrees with it. And it is an all or nothing situation, don’t get to just choose which parts you like and which you wont

@phil312 Ай бұрын

Love your channel!

@corresandberg Ай бұрын

And is Uber a tech company or mear a service company? Much like cleaners or why not Taxi's? They have app, but so does all pizzerias too

@phil312 Ай бұрын

First time 1st!

@L3uX Ай бұрын

I agree with your overall sentiment and general business moves. But these are all extreme best case scenarios and somewhat reaching in nature. Deployment is a totally different matter.

@bobhuber462 15 күн бұрын

Sell your uber stock no need for this servive no more soon!

@harw_ 27 күн бұрын

The cult of Enron Musk knows no bounds lmao

@lyfandeth Ай бұрын

All perhaps logical, except for a few key points. Those off-lease Teslas have hardware 3, which we know is inadewuate gor full self driving. We know this because hardware level 4 is in the latest cars and hardware 5 is in development. So first, FSD needs to happen. And happen in rain and snow at night, too. Corporate users of black cars ("hailed" not taxis) rely on them to operate without regard to weather. And the Cybertaxi would need taxi licenses on every car, currently $500,000 to $1,000,000 per taxi in major cities. It can only avoid the stiff price of taxi medallions by being CyberHail or Cyberlimo, it can't be called a taxi. And then there's the non-trivial need to have the cyberfleet all wrapped or painted in a uniform scheme, perhaps black like the black cars. And, to retrofit hardware capable of running FSD, which presumably means hardware 5. Of course, commercial vehicles can't just park on the streets at night, so Tesla will need warehouses chock full of charging stations, to keep their fleet ready overnight. And peons with Windex and vacuum cleaners to keep the insides clean. Any hack driver can tell you that's vital. Washing the outside probably is best done at the same warehouses or lots. Not an impossible task, but not a cheap or easy one.

@jdudleyh Ай бұрын

I don't agree that "we know" hw3 is inadequate. I have a 2018 M3 with HW3 and it seems to be quite adequate in its progression thus far. Elon has stated that HW3 will be adequate. He also said HW4 and AI5 will achieve greater safety than HW3. So I guess it all comes down to the definition of "adequate". But at this point, the Tesla FSD team are the only ones that know HW3's cameras/inference capabilities. The rest of us can only base it on guesswork and current FSD performance.

@gregbailey45 Ай бұрын

"We know hardware3 is inadequate for FSD" Do we? Really? I don't think so!

@Biker.Pphawx Ай бұрын

I wudnt even say just Uber what about Lyft or ANY Taxi company lol 😅😂😂😂😂😂😂😂

@georgeorwell7291 Ай бұрын

We'll see. X is far from an everything app.

@lindband Ай бұрын

How many years are we from self driving cars?

@ConnectingODots Ай бұрын

@kenneth6460 Ай бұрын

This guy fucked me up with this break down. Everything I have been thinking and more

@mervstash3692 Ай бұрын

Lol you guys are funny. Pretending like the Robotaxi is real. Reality check.... FSD = Level 2 autonomy.

@tslaryrad 2 күн бұрын

Genius analysis

@autoselectricos-americalat9276 Ай бұрын

Tesla's direct competition is not Uber, but Waymo and Baidu.

@brunosmith6925 Ай бұрын

You're 100% correct on all counts.

@Luvurenemy 26 күн бұрын

Did Walmart buy Sears?

@kevtheobald Ай бұрын

While I agree X gives access to a base of potential customers, just the media focus on Tesla gives them a massive reach to the masses. Musk and the company culture he seems to develop gets them to accomplish what others have not or will not. Giga presses, self landing rockets, and so on, shows they can do so much. Sure, there are failures or delays, but look at what has been and what they are doing, it is impressive. Maybe BYD would be the closest to Tesla in abilities, but I still believe there is a good size gap between those companies. I think it will be good if Yesla Cybercabs start with mostly word of mouth marketing as they ramp up. There is so much to work out, that there is zero chance things starting out great once the service is public. It is not a slam against Tesla or Musk, just the reality of launching this. Problems will happen and they will solve them.

@user-hq8lb1yv9k Ай бұрын

Longtime I think the revenue from Robotaxis will be less than most Tesla bulls predict, as the cost for rides will go down a lot over time, but nonetheless it is a huge market and I think Tesla is well positioned to grab a good part of that.

@ConnectingODots Ай бұрын

I addressed the revenue part on my previous Robotaxi video. Price will drop, but there will be more rides and besides that also other revenue streams kzfaq.info/get/bejne/b56PiK6Av6i5dnk.html

@gregbailey45 Ай бұрын

Tesla is ten years ahead on FSD!

@WarrenLacefield Ай бұрын

This was a thoughtful video ... and got me thinking a bit differently was well. Uber, Lyft, Robotaxis, etc. - all extra and for-profit. ... What about city buses and school buses and other urban (or rural) transportation, much of which is considered a city public service paid for by tax dollars. And of course, parking spaces, lots, above & below ground garages, etc., and all the traffic congestion. The day may come (as it already has in a few places in the world), when ICE vehicles maybe be prohibited in (some parts of) cities and the "Robotaxis fleet operators" may be city personnel and their contractors who would bear all the overhead costs using municipal funds. Ride costs, tickets, passes, etc., would be very cheap; perhaps free for seniors, veterans, school children, people with disabilities, etc. Customers who needed a vehicle (a truck, etc.) for an extended period of time or needed one for a road-trip for business or family or pleasure still might want a personal car or could just be temporarily assigned (or rented) one by the city fleet services. In other words, why not envision Robotaxis simply as a public service, paid for like other (yesterday's) urban transit services.

@alanlight7740 Ай бұрын

Brad Templeton laid out many of the changes that would come with autonomous vehicles a long time ago on his Robocars blog. It's a bit dated now but well worth a read.

@mannygee005 Ай бұрын

oh nice. Where tax dollars are used to offer transportation services, they can just pay robotaxi to do it for them at lower cost and better service. Make those tax dollars go farther. Maybe eliminating all their current parking space needs will save more tax dollars as well.

@WarrenLacefield Ай бұрын

@@alanlight7740Thanks. I will look for that post. I just haven't seen or read much discussion about autonomous taxi service being discussed as a public service just like city buses, transportation infrastures, subways, and sidewalks. They are usually compared to private cars or "cab services."

@alanlight7740 Ай бұрын

@@WarrenLacefield - do a search for Brad Templeton robocars and you should find it easily. It's much more detailed than a single post. I'm thinking he started putting it all together about 15 to 20 years ago. He did discuss comparisons to public transportation, especially in the section titled "The Green Transit Myth". Public transportation did not come out well in the comparison. Also much about how a decreasing need for parking spaces would affect built environments in positive ways. Not linking because KZfaq handles that badly sometimes.

@camus6208 Ай бұрын

Well, Uber Eats can still deliver pizza. 😂

@FrunkensteinVonZipperneck Ай бұрын

Two pie are?

@ChrisCoombes Ай бұрын

Is fully autonomous self driving a certainty?

@davab Ай бұрын

Why not

@ZaphodTube Ай бұрын

No. It has never been done. But it is constantly improving, each version drives longer without mistakes, fatal mistakes are less and less over time. So if the progress continues it will reach full self driving. At the moment Tesla fsd runs on 4-5 year old hardware (hw3). Maybe it‘s not good enough to excel on this hardware. Maybe the next gen or gen after that is needed to run everythibg smoothly. Maybe training gets you only to 99.9% perfection but you need 99.999. in my opinion it looks like they will solve it over time - but I an not 100% sure, there is still uncertrainty in my opinion. But it will get crazy good to become the best assisting system by far for sure. If it gets us to full autonomy is uncertain. But it looks like it at the moment…

@gregbailey45 Ай бұрын

I believe they will, and pretty soon!

@danielstapler4315 Ай бұрын

Yes, are you suggesting that it won't arrive even by 2100?

@ChrisCoombes Ай бұрын

@@danielstapler4315 I don't know - by 2100 we may be teleporting ourselves around anyway

@d.r.656 Ай бұрын

This channel needs to STOP assuming robotaxi is a done deal. It is FARRR from it. Before bashing me, tell me your release year for a 250k miles per intervention drive. Then we'll talk, subscribe, pay for patreon. Good bye.