Robotaxi
249
MENTIONS
151
EPISODES
107
PODCASTS
Search complete. 249 mentions across 151 episodes found for "Robotaxi".
Sep 21, 2026
Steve EismanHOST
Robot-
George NobleGUEST
Robotaxis
Steve EismanHOST
... for, for, uh, not for, yeah, for robotaxis.
George NobleGUEST
Robotaxis.
George NobleGUEST
It's like 800 million, not 800 billion.
George NobleGUEST
Slight problem.
Nate SilverSOUNDBITE_SPEAKER
Nate Silver.
Nate SilverSOUNDBITE_SPEAKER
Robotaxis are very cool, but there's probably going to be a weird equilibrium where human drivers have some competitive advantage because they're less strict about following speed limits and traffic laws.
Mike SolanaSOUNDBITE_SPEAKER
Mike Solana.
Mike SolanaSOUNDBITE_SPEAKER
Waymo already increased aggression.
Type 3 AudioNARRATOR
There are some things self-driving cars probably won't ever do for you.
Type 3 AudioNARRATOR
Quote, Nate Silver, "Robotaxis are very cool, but there's probably going to be a weird equilibrium where human drivers have some competitive advantage because they're less strict about following speed limits and traffic laws." Mike Salonna, "Waymo already increased aggression.
Type 3 AudioNARRATOR
Down in LA, especially, drivers wouldn't let them out of four-way stops.
Type 3 AudioNARRATOR
You can feel the difference on the roads now, even as a pedestrian.
Hagai Davis IIHOST
And that's just not scalable.
Hagai Davis IIHOST
It's not reliable that every other self-driving company for both, you know, Robotaxi for self-driving freight in the US and Europe and China, all of them do sensor fusion, which means they have cameras, they have LIDAR, they have radar, they have mapping sensors, they have all these different things that they're pulling in together.
Hagai Davis IIHOST
Tesla is the lone outlier that does cameras only.
Hagai Davis IIHOST
And so, again, maybe that works.
Beowulf RocklinHOST
Federal regulators have opened an investigation into Tesla and the company's steering-wheel-free cybercab to determine whether it complies with safety standards.
Beowulf RocklinHOST
Tesla launched the cybercab, a two-seater gold coupe without pedals or mirrors, saying that customers in Austin, Texas can book rides through its Robotaxi ride-hailing app.
Beowulf RocklinHOST
The vehicle's novel design potentially puts it in conflict with federal safety standards, which were developed for traditional motor vehicles by and large several decades ago.
Beowulf RocklinHOST
Tesla told the National Highway Safety Administration the cyber cap meets all applicable standards, the regulator said.
Shane KillianHOST
Now take that issue and multiply it to the growing development of autonomous vehicles.
Shane KillianHOST
Waymo and Tesla's Robotaxi have so far been allowed, because even if there's no driver or safety monitor, you still had a pedal and steering wheels you could use.
Shane KillianHOST
When Zoox was implemented, Amazon got a specific exemption for their vehicles, which have no steering wheel or pedals, but that exemption limits them to 2,500 vehicles per year and 5,000 all total.
Shane KillianHOST
But when Tesla rolled out the CyberCab earlier this month, it went a different direction.
Aswath DamodaranHOST
The 80% driver's share eats away into any possibility of making money.
Aswath DamodaranHOST
Robotaxis will have a very different economic model without a driver involved, but we don't know what the profitability will look like.
Aswath DamodaranHOST
Tesla, again, has no robotaxi revenues right now, but perhaps that lead in FSD, and we talked about this earlier, will allow them to step into the robotaxi business either as a standalone business where they own and run their own robo-taxis, or as a partner to a ride-sharing company, where effectively they sell their robo-taxis to an Uber or Lyft on the understanding that they keep a share of whatever Uber or Lyft make.
Aswath DamodaranHOST
So they're trading off lower revenues for less capital intensity.
Aswath DamodaranHOST
in auto software i do think that there is potential for tesla to add on fsd as an add-on package to tesla car owners where they can buy the package i don't think it'll be twelve thousand dollars a piece i think it'll be cheaper but i do think the revenues will add up over time at a reasonable price and i'm going to estimate revenues of 40 billion from the auto software component And here I'm going to make a guess on the margins.
Aswath DamodaranHOST
I'm going to assume that if Tesla's software business becomes significant, its margins are going to look like the margins for enterprise software companies, 21.8%.
Aswath DamodaranHOST
Now in Robotaxis, I'm going to make a complete stab in the dark.
Aswath DamodaranHOST
Now, you have people talking about trillion dollar robo taxi businesses.
JohnHOST
We're going to cover the latest developments in Grokbot, Grokbuilt, and the significant moves that they're making now.
JohnHOST
And then we're going to jump into Robotaxi is real.
JohnHOST
Scale is not.
JohnHOST
No wheels, no pedals, now boarding in Austin.
8 MINS LATER
JohnHOST
All right.
JohnHOST
Switching gear from chatbots and your desktop stuff to the actual automated vehicles.
JohnHOST
So, Robotaxi, Tesla Robotaxi is rolling out in August.
JohnHOST
No wheels, no pedals, not boarding in Austin.
Grayson BrulteHOST
The future, Tom, is a future.
Grayson BrulteHOST
It's Line Fit Robotaxis.
Grayson BrulteHOST
Emotional.
Grayson BrulteHOST
Well done.
Grayson BrulteHOST
The future, Tom, is a future.
Grayson BrulteHOST
It's Line Fit Robotaxis.
Grayson BrulteHOST
Emotional.
Grayson BrulteHOST
Well done.
141 more episodes mention Robotaxi.
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