Waymo vs Tesla cost to build a self-driving car. Will cost be the deciding factor in the long run, and can Waymo ever turn a profit?

People hate on Elon for his refusal to use LiDAR but constraints breed innovation and his first principles thinking on it IS correct: Humans can drive without LiDAR, so AI should be able to too if its good enough.

10 years and 50+ fatalities later i'm going with waymo on this one we don't need a billion pretty good driving cars we need a million perfect driving cars etc like his vision for this self driving utopia of people idk renting their teslas out as taxis is dumb. it sounds ok till you get into the details imo

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waymo's literally drive next to me TODAY with no backup drivers. elon promised teslas would be fully auto taxis by 2018. im not saying they aren't useful or whatever but they aren't in the same league. like how many times do you need to map phoenix the city

Teslas have gotten pretty good and don’t need to spend 6 months mapping a city before they drive. They also dont need remote operators. If you consider those I don’t think the gap is as wide as it seems. And if tesla’s unit economics are better day 1 they can scale much faster