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Wouldn't overlook this company, they manage to bring over a good deal of top talent from OpenAI including John Schulman


Except this was announced like a week ago


I love when everyone says this as if there is not very obvious reasons it could trade this high


Name them instead of stating it as fact.


tesla is making millions of cars with the capability of driving themselves. conservatively imagine the cars make 2k a month. each 1 million cars could then make 24 billion per year


That’s not a good argument. They’ve done terribly in this space so far and Waymo is far ahead of them.


I said this is why it could trade so high. Not making an argument for if they'll achieve it or not. Tho I think they will


You're skimming over the fact that the car is doing 99.999% of everything


Which means the safety driver is probably deeply bored and inattentive.


Sure, we'll see in the data soon enough how safe it is


Or maybe not.

Do you really trust a taxi service that opposes reporting accidents?

https://www.reuters.com/business/autos-transportation/trump-...


Not sure what you're talking about. Model Y was best selling car in the world last two years. That's a bust?


It's the highest paying cushiest career on earth. If you don't want to grind a little bit to secure that then don't. Just make less money doing something harder. It's your choice and personally I'm happy if there's less competition


Software being a better career than other careers doesn’t relate to criticism in the post.


it absolutely does. go find a less ridiculous industry, it'll be more stable and it will pay less


They have 36 billion in the bank and still make 5-15b per year. Is this bankrupt in the room with us right now?


This comment is incredibly wrong but I'll just say there is nothing easy about expanding from 2000 cars to several million.


It's relatively easy if you've solved self-driving. It's no longer a monumental research problem. Waymo has been scaling 5x annually since Oct 2020 and they say it was mainly enabled by increases in reliability.


They haven't been scaling by 5x annually. They had like 600 units and now they have maybe 2000


They have, in terms of paid rides per week. 100 to 250,000 in less than 5 years.

See this logarithmic chart: https://x.com/brianwilt/status/1827219050197610624


Ok. I'm talking about cars


When I said "Waymo has been scaling 5x annually" I was talking about paid rides.


clearly the rides are limited by the number of cars


I know, doesn't change anything about what I said. Cars were not the limiting factor. To sustain the 5x growth rate, they will need more cars, which is why there's over 2k in the pipeline and why they've recently built a factory capable of making tens of thousands per year after reaching full capacity.


So much hate in this thread lol. Headline could have easily been "Tesla launches Robotaxi, gives hundreds of rides without incident".

They're closer than ever to solving driving at scale. In fact they're the only company close to doing it. Waymo still has less than 3 thousand cars. Keep shorting if you want. The pace of improvement in the last year and a half makes success obvious. I haven't had a safety intervention in many months on just random roads. Cheers haters


>They're closer than ever to solving driving at scale.

Well, yes, if by "closer than ever" you mean marginally closer than they were yesterday, sure.

It's a big step, but there's still a ton to prove. The gap between promises and reality is still large. Waymo is still ahead.

>I haven't had a safety intervention in many months on just random roads.

No one believes you.


> No one believes you.

Fine with me buddy. There's tens of thousands of hours of perfect rides online. There's an uber driver with no safety intervention in 17k+ miles who records every drive. Stick your head in the sand if you want. In fact, short the stock!


amazing people say this when it gave hundreds of safe self driving rides yesterday


Someone without a driver's license might also give hundreds of safe rides. Driving safely is a matter of the corner cases, not the somewhat trivial base case.


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