Tesla Robotaxis Are Big on Wall St. but Lagging on Roads - The New York Times

kept by eddie dec 26, 25

Tesla's stock soars on robotaxi optimism, but experts state the automaker lags far behind Waymo in actual self-driving deployment on roads.

DSHR's Blog: The Handoff Problem
Google and Waymo rejected human handoffs in self-driving cars because drivers lose situational awareness, a problem Tesla's FSD still suffers from, causing more crashes.
also on Waymo, #autonomous-vehicles, Tesla, #automotive
Tesla Begins Cybercab Production. Now Comes The Hard Part
Tesla began production of its purpose-built Cybercab autonomous vehicle, but faces hard challenges in mastering novel manufacturing and proving its Full-Self Driving software.
also on Waymo, #autonomous-vehicles, Tesla, #automotive
Self-driving, Tesla and the influence of brand
Tesla's brand halo causes overestimation of its self-driving lead, but competitors offer comparable Level 2 systems and the brand declines due to Musk's politics and competition.
also on #autonomous-vehicles, Tesla, #automotive, #competition, #business-strategy
Tesla is committing automotive suicide
Tesla is abandoning its automotive business by killing Model S/X, skipping new models, and pivoting entirely to robotaxis and humanoid robots.
also on #autonomous-vehicles, Tesla, #automotive, #business-strategy
Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales
The article argues that Ford's cancellation of the F-150 Lightning, which outsold the Cybertruck, was due to poor sales and high production costs, not market acceptance.
also on Tesla, #automotive, #competition, #business-strategy