Independent thinking for complex markets and current events
Is Waymo gonna cook Uber? pic.twitter.com/6nunGtjO7W — Casey Mericle (@CaseyMericle) September 18, 2025 Tesla Robotaxi price: $2.61 Uber price: $12.94 One is the future The other the past$TSLA https://t.co/XqpMYwUl81 pic.twitter.com/wiOGuAlOiM — Dalton Brewer (@daltonbrewer) September 7, 2025
Tesla tried to quietly launch its invite-only robotaxi demo in San Francisco. The plan was to use its valid DMV testing permit with a safety driver and only offer rides to friends, family, and a handful of guests. That should have been legal. But the California Public Utilities Commission stepped in and said no. Not …
Tesla’s Q2 2025 safety report shows cars using Full Self-Driving crashed once every 6.69 million miles, vastly outperforming human drivers who crash every 702,000 miles on average. Autopilot users still do better than non-Autopilot at one crash per 963,000 miles. Elon’s safety boast isn’t hype. Driverless Robotaxis are quietly proving it on Austin streets. FSD …
Volkswagen unveils robotaxi destined for $UBER Volkswagen unveiled its white-label robotaxi the people of Los Angeles will be able to hail via $UBER next year. Unlike its tech competitors, VW aims to be a supplier and leave the actual business of managing the fleets to $UBER. pic.twitter.com/aKp0eTVsY0 — Wolf of Harcourt Street (@wolfofharcourt) June 24, …
TESLA’S ROBOTAXI MATH IS INSANE – $2.9B PROFIT WITH JUST 100K CARS Waymo’s 1,500 robotaxis generate $250M in revenue – and still lose money. Now picture Tesla with 100,000 robotaxis by 2026: 100 miles/day, $1/mile, 80% margin = ~$2.9B in pure profit annually. That’s 12x Waymo’s revenue – and Tesla’s just getting started. Scale that …
Cruise will reduce its robotaxi fleet by 50% in San Francisco, the California Department of Motor Vehicles told CNBC. The move comes after Cruise autonomous vehicles were involved in multiple crashes in San Francisco this week where the self-driving cars appeared to stall in intersections, including one on Thursday night when it collided with a …