In this episode, Sam Korus, Nick Grous, and Daniel Maguire discuss the future of robotaxis, focusing on Tesla’s advancements in autonomous vehicle technology compared to Waymo. They explore the implications of Tesla’s data advantage, production capabilities, and the regulatory landscape affecting the rollout of robotaxis. The conversation also delves into market dynamics, consumer behavior, and potential partnerships in the ride-hailing space, highlighting the challenges and opportunities ahead for Tesla and the autonomous vehicle industry.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
00:00:09 Tesla’s Robotaxi Launch
00:02:19 Tesla Vs. Waymo
00:04:40 Will Tesla Stick To The June 22 Launch Date?
00:07:13 Is Tesla’s Self-Driving Technology That Impressive?
00:09:08 Expanding Robotaxi To Multiple Cities
00:11:46 Tesla’s Advantages In The Self-Driving Taxi Industry
00:15:14 Shifting Robotaxi Regulation From State To Federal
00:16:31 Ride-Hailing App Debate
00:18:26 Robotaxi Economics
00:20:41 Robotaxis Vs. Human Drivers
00:21:49 Will Tesla Partner With Uber?
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