4.8 • 56 Ratings
🗓️ 23 April 2025
⏱️ 6 minutes
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0:00.0 | Elon Musk in the Tesla call last night, reiterating his plan to launch paid driverless robotaxies in Austin by June. |
0:07.0 | Also out with some big promises, including 99% robotaxy market share and 10 million autonomous cars on the road in just a few years. |
0:16.1 | After they're going to start slow, it sounds like. |
0:18.3 | Deirdre Bosa has more in today's tech check, Deirdre. |
0:22.0 | Big ambitions, but you know, Sarah Elon Musk has long over-promised and under-delivered on the |
0:26.7 | robo-taxie front. |
0:27.5 | So it can be difficult to sort through the hype. |
0:30.1 | But now we looked at the data, and it is showing that he's getting closer to his goal, |
0:34.3 | while still, you know, far behind Alphabet's Waymo, the current leader in the space. |
0:38.3 | But I want to show you this chart from a crowdsourced website frequently cited by analysts. |
0:42.8 | It shows that Tesla's full self-driving system has sharply improved over the last year. |
0:47.8 | Miles to disengagement, climbing steadily. |
0:50.5 | And the percentage of drives without a single disengagement that has climbed to nearly 80%. |
0:56.9 | And this is a major leap from where the system stood even a year ago and helps explain maybe even better justify Musk's enthusiasm and ambition on the call last night. |
1:06.2 | He was asked about Tesla's Robotaxi strategy versus Alphabet's Waymo, which currently has a commercialized fleet delivering over 200,000 rides a week. |
1:14.7 | But he brushed off the lead, painting Waymo as the expensive, over-engineered bet and characterizing Tesla's strategy as the street smart, fully AI-driven upstart, ready to deploy millions of cars through just a software |
1:28.9 | update. Have a listen. |
1:33.2 | Ironically, we're the ones to make the bet that a pure AI solution with cameras, and |
1:38.3 | audio, the car actually will listen for sirens and that kind of thing. It's the right |
1:42.5 | move. And Waymo decided that expensive censor suite is the way to go, even though Google's very good |
1:51.0 | at AI. |
1:52.0 | Now, in other words, Musk is betting that scale beats precision and that software, not censors, |
... |
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