Is Tesla falling behind in robotaxis?
Is $Tesla Motors(TSLA)$ falling behind in robotaxis?
- $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Waymo and $General Motors(GM)$ Cruise are already operational
- $Uber(UBER)$ has partnered with both Cruise and Waymo
- Tesla's vision-only system is only Level 2
- No signs Tesla is even testing L3/L4/L5
Tesla definitely doesn’t have a history announcing products that don’t exist.
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1. Take your spouse's credit card statement
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Go through the list from top to bottom. There's at least one great idea in the Top 5 and a hidden gem near the bottom.
https://x.com/TravisHoium/status/1832147168330723341
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