$TSLA , Robotaxi's: Tesla is playing a different game
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Analysis of how Tesla and Waymo are pursuing fundamentally different strategies in the autonomous vehicle market.
Feature on Tesla + Waymo
Tesla, Inc.LongMay 5
$TSLA , Robotaxi's: Tesla is playing a different game
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LightSource AI CEO Spencer Penn:
Waymo LLC is winning robotaxis today
~500k paid rides/week, fully driverless, strong safety record
Tesla Inc. still in pilot mode
~240 robotaxis, most with safety drivers
But:
Tesla is playing a different game
sub-$30K Cybercab → radically lower cost
8.5B miles + data flywheel
integrated consumer + robotaxi model
Waymo leads now, Tesla could win on scale and economics later
Still fully long TSLA, trade had a strong start.
Sticking with the position as long as structure holds, letting it play out.Swing_Trader_SaanFollowFollowingOn Patreon, I share:
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.Chart PatternsTrend AnalysisWave AnalysisSwing_Trader_SaanFollowFollowingOn Patreon, I share:
• high-probability live entries
• daily updates on open positions
• trade management & exits
• deep dives into why trades work or don’t
• live chats where I engage
• 1 free article monthly
patreon.com/cw/SwingTraderSaanAlso on:
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