Robotaxis | Big Ideas 2024

I am shorting the beaded driver seat cover manufacturers!

I use FSD every day. Interventionless commutes are becoming routine. Bonus points: I applied white duct tape to my garage floor and now my Model 3 recognizes it as a parking spot and autoparks.

I agree, but I believe the most significant impact will be on real estate. As autonomous vehicles become prevalent, people will have the option to live farther from city centers, potentially reducing demand for inner-city properties. If employees only need to commute to the office once or twice a week, spending an hour each way in a self-driving car while working or relaxing becomes much more feasible. This shift could reshape urban and suburban landscapes, altering property values and community structures.

Stunning work and presentation. Thanks

Thank you always ❤

TLSA may be down today, but it's gonna go up WAYMO! 🙂

The pipe dream is that there will be robotaxis all over the place. The reality is the number of streets are limited in major cities around the world, forcing the cities to regulate the number of robotaxis they will allow. It’s to avoid total congestion ! 😊😊😊

Correction: Tesla IR marketing team

Great informative video! Are these ride share costs based on US only or Worldwide? As rides in some countries like China are cheaper.

Great analysis! Thank you guys

That's crazy! $0.24 Citi-bike charges for e-Bikes in NYC!

What data are you using for FSD? There is no unmanned FSD in use currently, it is always with a person overseeing it. Are you saying there is an average of 3200 miles between interventions (that would have been an accident) or 3200 miles between accidents while a person + FSD is driving?

It dropped today, what an incredible gift. Y’all will look back in 10 years and it will all feel like it was inevitable.

i look forward to level 4 fsd, but i will keep my own vehicle. i can’t wait for robotaxi in the UK, as a USA driver.

👍

I actually think the initial pricing of robotaxi will be fairly low, because the gap between what it's worth to people and what they're paying for it will feed positive sentiment, which will be important as it helps pave the way for approval. In this case, demand will be very high, so it makes sense to go city by city to avoid long wait times. It will make a big splash and make big news every time it enters a new market and then people in other cities will be wanting it. And for the jobs it displaces, rather than being death by a thousand paper cuts, it will all happen at once in the environment of general public positive sentiment. It also reduces the risk of legislation being made at a large scale against it.

👏👏👏 Brilliant! Thank you for your work. Tony Seba was absolutely right — it will destroy current state of transportation industry.

TASHA!!! I would like to pre-thank you for helping to make me wealthy. This thorough and well-reasoned analysis is completely part of my investment thesis at this point.

In the future there will be autonomous Turtles that transport Temu products to Alien civilisations in the Atlantic ocean. No cap.

Airlines and hotels in the middle of nowhere are done. Any flight route under 750 miles will be gone. Any hotel not in a city or at a tourist attraction will die