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Re:Tesla's energy storage business gets sucked into the comp... by standardUser on Wednesday July 02, 2025 @05:14PM (#44448913)
> he needs to diversify the business, hence the robotaxis

The robotaxis are the biggest risk of all. It's not a "hence" that can be relied on for a win and to change the conversation. It's a huge embarrassment and a reminder of Musk's repeated false promises.

Re:Tesla's energy storage business gets sucked into the comp... by sneak on Wednesday July 02, 2025 @05:55PM (#44449257)
75% of the trips I take in my Model 3 across a standard US city (admittedly one without snow) are handled by FSD with no interventions on my part.

Waymo has of course been operating for some time now.

I think autonomous taxis are inevitable for Tesla and others.

Re:Tesla's energy storage business gets sucked into the comp... by standardUser on Wednesday July 02, 2025 @06:05PM (#44449337)
Automatous vehicles are absolutely inevitable and Waymo has completely lapped Tesla. It's not impossible for Tesla to catch up, but it's not likely. Their tech is insufficient, their public record is non-existent, and Musk is famously inept at working with the many local governments and bureaucracies he needs to appease if he ever hopes to start pilots in the biggest markets. Meanwhile, Waymo is maybe a year away from becoming the Kleenex brand of driverless taxis, with over 10 million rides sold and a truckload of bureaucratic good will already built up.
Re:Tesla's energy storage business gets sucked into the comp... by cfloyd on Wednesday July 02, 2025 @08:54PM (#44450494)
Waymo has not lapped Tesla. At all.
Re:Tesla's energy storage business gets sucked into the comp... by standardUser on Thursday July 03, 2025 @12:47PM (#44456945)
No need for an in depth explanation? Waymo has sold 10 million rides with another 300k being sold every week. How many has Tesla sold, a few hundred by now? In one city, with paid staff in the car, only during certain hours, etc, etc.
Re:Tesla's energy storage business gets sucked into the comp... by martinpw on Wednesday July 02, 2025 @06:03PM (#44449323)
> 75% of the trips I take in my Model 3 across a standard US city (admittedly one without snow) are handled by FSD with no interventions on my part.

Is that meant to be making a case for Tesla's robotaxis? Because 25% of trips requiring interventions sounds dismal for a service that is rolling out now.

Re:Tesla's energy storage business gets sucked into the comp... by tverbeure on Wednesday July 02, 2025 @07:29PM (#44449941)
I shortly tried FSD during their May and November freebie month last year. There were times when an intervention wasn't strictly required, just like you can't intervene when your angsty teenager with learning permit is at the wheel, but it was still shockingly bad.

I have no doubt that there's a good percentage of FSD users out there who don't intervene to avoid lowering stats even if they rationally know that they should have.

Re:Tesla's energy storage business gets sucked into the comp... by sneak on Wednesday July 02, 2025 @08:05PM (#44450177)
Why would I care more about “stats” than my own car and my own safety? I am not penalized in any way for disabling FSD when the car does something dumb.
Re:Tesla's energy storage business gets sucked into the comp... by tverbeure on Wednesday July 02, 2025 @11:36PM (#44451405)
Many people, after spending a good chunk of money on something, become part of the tribe and feel the need to justify their purchase. It’s just human nature.

Not saying that you’re one of those, but as others have pointed out: 25% of rides with a force intervention is absymal and didn’t have the impressession that you thought so too.

25% puts it in party trick category, not something that should be allowed on the road.

Re:Tesla's energy storage business gets sucked into the comp... by sneak on Wednesday July 02, 2025 @11:44PM (#44451446)
FSD is only $100 per month.
Re:Tesla's energy storage business gets sucked into the comp... by JumpCrisscross on Wednesday July 02, 2025 @07:12PM (#44449817)
> autonomous taxis are inevitable for Tesla and others

I agree. But I think the autonomously native are going to eat the legacy manufacturers, including Tesla, for lunch.

We haven’t even started seeing partisan regulatory backlash against Tesla’s autonomous taxis yet. I’d be shocked if they’re ever permitted in New York or California, for example. I wouldn’t be surprised if they wind up banned in Europe, China and India, too. And that’s before weighing how Trump could dick Tesla around.

Re:Tesla's energy storage business gets sucked into the comp... by gamblor956 on Wednesday July 02, 2025 @10:33PM (#44451082)
Thats a 25% failure rate.

For comparison, that's many times worse than a drunk driver.

Re:Tesla's energy storage business gets sucked into the comp... by sneak on Wednesday July 02, 2025 @10:47PM (#44451157)
Ten years ago it wasn’t possible at all. Plot the line.