reed

@jefferinc @samsheffer @Waymo yes

@samsheffer @reed @Waymo Still tiny compared to in 3 years and total market in 3 years

500K @Waymo rides per week is astronomical

@Andercot @chris_j_paxton who is building anti bot tools?

So I guess we are collectively on the cusp of seeing a billion humanoid robots enter every aspect of our daily lives huh

@JusDayDa @itsmwong that’s weird I wonder why

@reed @itsmwong Tesla has not quoted LiDAR in 10 years and does not realize it’s cheap… (And Tesla doesn’t want to operate its Robotaxi during sunrise or sunset… aka “rush hour”) …which is when Livery is needed most…

Someone please explain to me like I’m 5 why Tesla doesn’t need lidar for FSD, but they use lidar to map…

@ethanmckanna @wholemars it can’t be skipped and the options aren’t random order so the data will be very skewed

Current UX is horrible. Looks like something an engineer made lol Maybe there's constraints I'm not aware of but feel like it would make more sense to have optional audio prompt, transcribe, and then use an LLM to categorize. Would allow for much more nuance and consistent bucketing of issue type

Would be great to have AI just categorize all the interventions But that might eat up a lot of compute and not be as reliable as just asking humans today

@beffjezos @Waymo lol

@reed @Waymo Wen Boston plz

portland @waymo incoming

@TheStithLord @Waymo pls don’t smash the robot

@reed @Waymo Will be fun to watch the residents smash the robots

@tnertz @Waymo por que no todos

@reed @Waymo I can’t wait until you announce which Portland

@ChargerHunter @Waymo will come soon

@reed @Waymo Need my Highway Miami driving 🤣

@Austen @BullandBaird

@BullandBaird Negative 6 times

You have a button you can press. Each time you press it you get $1 million but you also lose 1 inch of height. how many times are you pressing it?

I hope we build more technology that feels as unambiguously good as Waymo does

@BUNNlCULA YES literally under the ocean

it’s fucking crazy that they built bart under the water

@SantoroSystems no kidding

Do you have any idea how embarrassing it is every single time you're actively talking about unsupervised robotaxis and some fucking idiot brings up the supervised statistics....

@binarybits @chi_t_williams humans are bad at driving (on average)

We (mainly @chi_t_williams) looked at the 78 worst Waymo crashes of the last seven months. The vast majority (60 out of 78) were "human rear-ends Waymo" and/or "human hits stationary Waymo."

@SantoroSystems first make it work then make it cheap

I have to admit Matthew from 5 years ago was wrong.... it does kinda make sense to figure out what you actually need to build a robotaxi before you start making millions of them...

@sooryacctv could be fun

@reed let me connect to waymo aux with bluetooth

waymo 5.0 stars 200k ratings. best app team in alphabet

@madproxy @Michael77285783 @aakashgupta waymo living rent free

@aakashgupta Waymo in Dallas also launched with no safety monitor day 1. It's really weird how you count Waymo development time in other cities but you don't do the same for Tesla.

Tesla just did in one day what took Waymo nine years. Dallas and Houston launched with no safety monitor in the front seat from day one. Austin took seven months to get there after starting with a human in the passenger seat in June 2025. Dallas and Houston skipped that phase entirely. Waymo has been operating since 2017 and only reached fully unsupervised commercial service with its 6th-gen Driver in February 2026. Nine years of iteration on sensor fusion: 13 cameras, 4 lidars, and 6 radar units per vehicle. Tesla is attempting the same thing with cameras only. 8 cameras. No LiDAR, no radar. The argument is that a vision-based system trained on millions of consumer Teslas running FSD on public roads can generalize faster than a sensor-fusion system calibrated per city. Every Tesla on the road is a data-collection node. Waymo's fleet is roughly 3,000 vehicles. Tesla's FSD-eligible fleet is in the millions. The bet is that raw scale of training data beats per-city mapping and sensor redundancy. Texas is the testing ground because the regulations allow it. Seven cities by June: Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas. The camera-only approach has been called reckless for six years. If it works across seven cities in ten weeks, it changes the entire economics of autonomous vehicles. A $20,000 Waymo sensor stack versus what already ships on every new Tesla.

@samywamy10 yeah working on it

@reed Is it possible for loading times to be improved? Especially on mobile data where the network connection can be spotty in SF. Attached a video on 5G, can often take 20-30 seconds.