Re:Tesla's market cap now accounts for roughly 1/3rd of the ...
by Gustomaximus on Monday December 14, 2020 @02:29AM
(#25414425)
I think the position is then;
- Waymo seems to be ahead in some targeted ring fenced areas given active service.
- Tesla seems to be more ready for nationwide rollout due to already collecting nationwide driver data + cars.
The question is which one is more likely to result in a broad scale market first, or other significant market revenue generating position.
It seems likely Tesla could roll out taxis to a ringfenced area in Phoenix (or similar ideal area) relatively easily. While Waymo is a long way from offering a nationwide service compared to Tesla. This in my mind puts Tesla ahead but there probably a bunch of other factors known and unknown too.
- Waymo seems to be ahead in some targeted ring fenced areas given active service.
- Tesla seems to be more ready for nationwide rollout due to already collecting nationwide driver data + cars.
The question is which one is more likely to result in a broad scale market first, or other significant market revenue generating position.
It seems likely Tesla could roll out taxis to a ringfenced area in Phoenix (or similar ideal area) relatively easily. While Waymo is a long way from offering a nationwide service compared to Tesla. This in my mind puts Tesla ahead but there probably a bunch of other factors known and unknown too.