A lot of people are focused on when Tesla will catch up to Waymo, which is fair given that Waymo has thousands of driverless cars and Tesla only has a handful. But not enough people ask “When will Waymo catch up to Tesla?” 1. When will Waymo be able to take me on a coast to coast drive? 2. When will I be able to buy a Waymo? 3. When will Waymo cross 8 million cars that can run their software? 4. When will Waymo be able to work with no geofencing restrictions? My contrarian take is that it’s a lot easier for Tesla to catch Waymo than for Waymo to catch up to Tesla.

@wholemars Tesla and Waymo are ahead of each other in different aspects, which some people don't realize

@wholemars Sorry Omar, that isn't contrariness, that is: "simply the facts ma'am"!

@wholemars Catch up, Tesla.

@wholemars You are informed and knowledgeable. Not contrarian. Those who do their own research are bullish on Tesla.

Pick which twin will win! You could score a share of $2 million in Bonus Bets.

@wholemars When will Waymo cars be able to keep running during black-out events?

@wholemars It's wild that FSD's first coast to coast was on such an early build of 14.2 2.2.5 would make coast to coast a breeze

@wholemars The moment we can buy the Cybercab a lot of car builders will collapse. BUT FSD will become open source eventually.

@wholemars Also, when will Waymo stop pulling out in front of speeding cars to make left turns.

@wholemars @JonCThought At least questions 1-3 are silly. Tesla is wanting to get into Waymo’s business, Waymo hasn’t said they want to get into teslas.

@wholemars Waymo is unsupervised bud… that’s the difference

@wholemars When will Tesla provide all of the data needed for independent analysts to evaluate your claims?

@wholemars When will Wayne lose the headgear?

@wholemars @rhensing I just ask, “Will Tesla be able to do complete autonomous driving?” That’s it. I know it is in the plan. The timing doesn’t matter as long as it’s not decades away.

@wholemars And "When will Waymo actually make money even after dominating the AV market for a few years" Waymo will NEVER make money in the AV market. It's impossible because of the cost structure and supply chain eating up any profits that are left over at the end of the day

@wholemars Most people can't see beyond their nose. So, stay cool. The NHTSA revelation is big news. Seems nobody noticed it except the Tesla bulls.

@wholemars When Tesla got it right technically, scaling up is just a matter of time. 99.99% to 99.9999% is the most difficult

@wholemars When you cucks finally realize that Tesla's sensor suite is unworkable and that humanoid robots are a gimmick you'll have a very rude awakening.

@wholemars Exactly- Waymo approach not easily scaled

@wholemars Exactly. There are two parts to the problem in which Tesla and Waymo are working on different aspects. For some reason people have “decided” Waymo is ahead simply because they worked on the front end (visible showy part) while Tesla has been building the foundation to scale.

@wholemars When will Tesla be cheaper than you two legs?

@wholemars Different games entirely. Waymo optimized for controlled reliability; Tesla for scale. Which moat is harder to replicate?

@wholemars When will Waymo become profitable……….

@wholemars When Cybercabs go public Robotaxi that day will go down as the Autonomous Dawn of Human History

For Tesla to "Catch Up" to Waymo it would have to move backward through time. Waymo has thousands of driverless cars. Tesla has over a million, globally. Over 600K in the states. This is the 12% us that actually use FSD, the "take" rate. Tesla has over 8 Billion accumulated FSD miles of the 10 billion they think is needed as a starting point for unsupervised driving. Every other car company out there is decades behind Tesla which makes me wonder how they got approval at all.

@wholemars It’s hard to compare the two. They have some tiny overlap. But they’re worlds apart.

@wholemars For purchasing a vehicle, these are important details. As a Robotaxi product, not so much.

@wholemars When will waymo be profitable/sustainable??

@wholemars Crazy that this is indeed contrarian

@wholemars Agree 100%. The Waymo d%# riders are way off

@wholemars when will tesla have more than 3 robotaxis without a safety monitor?

@wholemars Fuckofff when are you going to call about Elon lies . The guy has been lying about since 2014 literally will take me few minutes to find post about Elon lying. Stop being cocksucker and call him out please. When you started doing so he unfollowed,

I don’t think Waymo desires to accomplish any of these things other than maybe #3. They seem to be more targeted at being a local cab company/uber style ride. I don’t think I’d call an taxi/uber to drive across the country, have no interest in buying a cab just using them, and wouldn’t be surprised if cab companies have destination restrictions. Maybe Tesla will accomplish these, but is it a significant additional value?

@wholemars Hmm, valid point… I’ll let them fight it out on who gets to chauffeur me first 🍿😄

Free Cone Day is here! Come celebrate with us at a DQ location on today by getting a FREE small vanilla cone 🍦

@wholemars I know we all want it.... If it was supposed to be so slow roll out considering 6 months since rollout and if they need to go and do testing in all new cities for 6+ months before a proper commercial launching, then definitely there is a limited edge and waymo is ahead

> 1. When will Waymo be able to take me on a coast to coast drive? Near-zero use case for this. People fly. > 2. When will I be able to buy a Waymo? Why would Waymo want to sell you a car? 3 I agree is a huge advantage, and 4 might be an advantage *if* they can match Waymo's safety record without geofencing.