Tesla Has 39 Unsupervised Robotaxis Nearly a Year After Launch. At This Rate, They’ll Catch Up to Waymo in 85 Years. - FuelArc News
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TLDR: Since Tesla’s June 2025 robotaxi launch, Tesla has built a 39-vehicle unsupervised fleet, while Waymo has a newly disclosed 3,791-vehicle U.S. fleet. So Tesla appears to be on pace to catch up with Waymo’s autonomous fleet size by the year 2111. Assuming, of course, Waymo politely stops building autonomous vehicles and waits for Tesla […]

TLDR: Tesla will have as many robotaxis as Waymo in the year 2111, if the current growth rate holds (and if Waymo doesn’t add a single additional vehicle). So… I’m guessing the Tesla stock price will skyrocket.

  • disorderly@lemmy.worldEnglish
    271·
    1 day ago

    The thing is that waymo did this without decades of training data arriving per day. Tesla is worryingly far behind on the actual self-driving tech from an investor’s perspective.

      • KayLeadfoot@fedia.ioOP
        5·
        10 hours ago

        I was actually surprised that Waymo had only thousands of units in operation.

        That being said, 3,000 commercially operating for years with zero fatalities, that’s not nothing. It’s not a ton, it doesn’t change the world (much), but it isn’t zero. Tesla’s result so far rounds down to zero.

    • WhoIzDisIz@lemmy.todayEnglish
      11·
      1 day ago

      If anyone is still invested in Tesla at this point, they deserve to lose their shi®t.

      Now if they’re newly invested, that may be another story entirely. Assuming the battery & solar biz doesn’t get spun off.