FSD vs. Waymo, Ford Raises Prices 4x on Blue Cruise, Toyota Continues Toyota-ing (05.18.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 19 May 2023
⏱️ 20 minutes
🧾️ Download transcript
Summary
➤ Tesla FSD Beta goes head-to-head with Waymo in Arizona: https://youtu.be/Hv9HtWUf27s
➤ Ford dramatically raises prices on Blue Cruise driver assist
➤ Senators push for mandatory radio
➤ More Tesla and India reporting
➤ Tesla brand loyalty
➤ Roadster acceleration teaser
➤ Cyberquad news
➤ Toyota spreads doubt on EVs
➤ Walter Isaacson’s biography on Elon Musk ready for release
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Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody Rob Maurer here and today we are talking about a really nice video comparison |
| 0:11.5 | that has been made between FSD, Beta and Waymo. |
| 0:14.5 | We've also got some interesting pricing updates on Ford's Driver Assist product, Blue |
| 0:18.1 | Cruise and updates from Toyota continuing to do Toyota things as well as a few other |
| 0:23.8 | stories as well. |
| 0:24.8 | Alright, looking at the stock Tesla today with a nice day up 1 and 3.4% to close at $176. |
| 0:29.6 | Not a huge performance over performance of the NASDAQ which was up 1.5% but really turning |
| 0:35.8 | into a pretty nice week here for Tesla, sorry if you hear some sirens in the background. |
| 0:40.9 | But getting into the first story today, there's a new video comparison between FSD Beta and Waymo. |
| 0:47.8 | This is down in Arizona as we talked about, I think last week or two weeks ago, Waymo recently |
| 0:51.8 | expanded their coverage area in Arizona so they've got a much broader coverage base. |
| 0:56.1 | So this test was kind of meant to compare how FSD Beta is performing in that new coverage |
| 1:00.0 | zone versus Waymo. |
| 1:02.2 | So really well done video, I'll link to this down in the description but I think it's really |
| 1:07.8 | interesting to just watch the comparison as it unfolds. |
| 1:11.0 | Here we can kind of see just a snippet of Tesla in terms of different route planning and |
| 1:15.5 | things like that versus the route that Waymo took. |
| 1:18.2 | Waymo right now is not going on highways so any long trips like from Phoenix to I think |
| 1:23.1 | they went down to around Chandler area here is going to be a significantly long period |
| 1:29.3 | of time for a Waymo vehicle versus Tesla obviously is willing and able to take those |
| 1:34.4 | highways. |
| 1:35.4 | So before we even talk about more of the comparison details, it is important to note |
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