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Tesla The launch of June of his long -awaited “Robotaxi” requires a lot of qualifications: it was supervised, open only to a few guests and included between 10 and 20 vehicles.
THE The stock jumped 8% the day after the launch, and some participants and observers qualified it as successful. The actions have largely made this gain since then.
“I thought it was extremely fluid. Everything we saw,” said Wedbush analyst Dan Ives. “Not only from the point of view of security. The maneuverability was very impressive. I was actually even better than Waymo of the doors. I thought it was going to be an eight out of 10. I think it’s a 10 out of 10 compared to our experience.”
Other experiences were less smooth: a vehicle led to the bad side road, a vehicle stopped in the middle of trafficA Suddenly slowed down on a 40 MPH street and another vehicle deposited a passenger in the middle of a intersection.
“What Tesla published last Sunday is not a Robotaxi,” said Gordon Johnson analyst Glj Research in Note on Thursday. “It is a Robotaxi infant who requires constant supervision to prevent him from injuring or injuring himself or others.”
Since 2016, CEO Elon Musk Promised that Tesla vehicles were at the dawn of complete autonomy.
Tesla’s master plan, partly dual, was considering a future where each owner of Tesla would be able to add your car to the shared fleet Tesla simply by pressing a button on the Tesla Phone application and by generating income for you while you work or on vacation, compensating considerably and which sometimes potentially exceeds the cost of the loan or the monthly delegate. “”
He said in October of the same year that all Tesla vehicles would have the equipment necessary for full driving.
In 2019, he said Tesla would have 1 million robotaxis on the road by 2020.
So far, none of these predictions has become reality. And many researchers and rivals have challenged Musk’s assertion that Teslas already has all the material necessary for complete autonomy.
The electric car manufacturer takes a very different path from all the other large companies working towards fully autonomous vehicles. It does not use radar or Lidar – laser devices that map the environment around the vehicle.
Companies love Alphabet’s Waymo And Amazon‘s Zamx Everyone uses both radar and lidar. Tesla, however, mainly uses cameras. Musk said he thought software can make a difference.
“Inside the autonomous vehicle industry, I think what is both frustrating and simply confusing is that, you know, everyone seems to be on the same wavelength,” said Edermeyer, a journalist who has covered Tesla for years and who wrote a book on the company. “You talk to almost all the big experts and they will say, you know, what Tesla is doing is interesting. It advances the technology of certain means. No? It is like learning a dog to drive. If you can teach a dog to drive a little way, it’s super impressive. Does that mean that you are going to build a business around dogs driving taxis?”.
The other key difference is that Tesla has long favored what Niedermeyer calls a “general solution” to full driving. This means that each Tesla will be able to behave in all circumstances in the world.
This is almost what Musk said in the second Tesla master plan, “when the real self-deputy is approved by regulators, this means that you can invoke your Tesla almost anywhere.”
This has huge technical challenges.
“If your operational field is the whole world, how do you get enough kilometers to know that you have covered everything you will see in all the conditions that exist in the world?” Niedermeyer said.
Everyone takes the Waymo route – the deployment of vehicle fleets in a small area contained as parts of Austin, Texas, Phoenix and San Francisco.
The fact that Tesla has chosen to deploy only robotaxis in a section of Austin, rather than letting them wander everywhere, is one of the reasons why Niedermeyer said that the company proved that Waymo took the most feasible approach.
“It’s funny because Tesla wants Austin to be the show, the performance that shows:” Hey, as, we do that, we can do without driver, right? “” He said. “But really what he shows is, well, Waymo did right away.”
Musk always has fans and believers.
“Tesla is the future,” said Darko Protich, an Austin resident with which CNBC spoke in a local cafe.
Protich said that he had some Tesla vehicles and that he had traveled similar autonomous vehicles from Waymo, that he said that he grew up after a little apprehension. He also got into Robotaxi-like cars in China and has less confidence in them.
“They are not as safe,” said Protich. “They are smaller. But I believe in teslas, honestly.”
Another fan is Michael Simon, from Buda, Texas.
“I just think it’s incredible what, what Elon does,” he said. “When I saw the active robotaxis, I said to myself, I want to ride.”
Neither Protich nor Simon had driven in the initial launch models, but both said they were looking forward to the opportunity.
“Elon made a huge investment in the Austin region, and if I was younger and I still work, I would absolutely put a curriculum vitae for Tesla to try to go to work for them and be part of this fascinating technology and the future,” said Simon.
