Lots of ifs here. If they can enable hardware 4 for robotaxi ops then they can have 3m+ cars ready to go. But I am skeptical of it. And given that Elon’s top priority is scaling chips and AI5, I think that is proof that he thinks it is likely necessary too.
So 1m robotaxis by end of 2026 is theoretically possible but I think unlikely, and it’s more likely in the 200k-1m by end of 2027. If they pull that off, they could still be largest by then if Waymo doesn’t rapidly scale. Fun times!
I suppose that bulky lidar modules are undesirable in premium consumer goods, but i don't see that downside for taxis.
What am I missing?
I also believe that Waymo relied on much more intensive mapping than Tesla does/did -- so you could imagine two really different graphs -- Waymo's quality and deployment starts higher, but it is perhaps capped against places they're willing to do the scanning, and by their labor Capex. They will be racing to lower the scanning requirements and lower the labor requirements. Meanwhile Tesla looks worse for a long time because they've bet on getting tech together for an 'everywhere' launch, and it's a J curve around quality -- useless at 3 9s, and very, very useful at 5 9s. If those are the actual dynamics, figuring out who will be the 'winner' needs the following strategy assessment:
1) A take on whether or not robotaxis are 'winner take all/most' (I propose they are not, switching cost for consumers is super low)
2) If you think both companies will get to 'good enough' a take on capital dynamics for at-scale launch (I think Tesla wins here, because Elon will rely on owner's capital for at-scale launch, or at least can if he wants to, while it seems very unlikely that Waymo will start selling their cars to individual operators at scale in a timely fashion)
3) An organizational assessment - if we assume that vision only ML will eventually work at all for 5 9s, can Waymo 'trim down' their data and labor stack faster than Tesla can scale up their vision-only ML?
Upshot - I wouldn't bet against Tesla being the dominant robotaxi in ten years. But I would be very surprised if it matters very much or they were the only one - eventually the stack will get commoditized. Tesla's solved almost all the hard problems of getting most of these on the road, except for that last 9 of reliability -- you'd have to really hate Elon to think they won't get there at all with the AI resources between SX/xAI and Tesla available.
Its still a hard problem and while he likes to move that fast, nothing around him wants to move that fast. No burocrazy at least.
Musks Robot overheated last year, we have not seen a single non staged real demonstration in public and he already wants to mass produce them.
This is just lying at this point and has very little to do how fast someone can scale something if its not ready to be scaled up.