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cover of episode HONEST Thoughts on Tesla's Robotaxi with James Douma

HONEST Thoughts on Tesla's Robotaxi with James Douma

2025/6/28
logo of podcast Dave Lee on Investing

Dave Lee on Investing

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Dave Lee: 我对特斯拉Robotaxi的推出感到非常兴奋,并期待James对Robotaxi的看法。我特别想了解Robotaxi的弱点、缺陷、规模化挑战以及与Waymo的比较。我对特斯拉Robotaxi有很多问题,包括规模化时间表以及与Waymo的比较。我希望通过这次乘坐Robotaxi的机会,能够听到James的深入分析。 James Douma: 我认为特斯拉Robotaxi非常流畅,某些动态方面一直比Waymo好,因为端到端规划器更平滑且更像人类。Robotaxi在很多小事情上也表现更好。我对13版本印象深刻,过去几年有很多机会体验它。我认为严重干预的概率现在可能在万分之一的范围内。我在13版本上行驶了15000英里,六个月内没有发生过严重干预。我使用的指标是平稳性,例如犹豫程度。随着系统的成熟,犹豫的情况越来越少,犹豫的时间也越来越短。Robotaxi版本与13版本相比,最大的区别在于13版本在停车场更加犹豫且缺乏信心。Robotaxi在停车场感觉更平稳,这对于接送乘客的Robotaxi来说很重要。

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Dave Lee meets James Douma in Austin, Texas, to experience Tesla's Robotaxi service firsthand. They plan to take multiple rides and discuss the technology, challenges, and comparisons with competitors like Waymo.
  • Tesla Robotaxi launched
  • James Douma is a frequent guest on the podcast
  • They will take multiple Robotaxi rides and discuss various aspects of the service

Shownotes Transcript

I had the chance to spend the day taking Tesla Robotaxi rides in Austin, Texas with James Douma. We discuss our experiences riding Tesla's driverless cars and the Robotaxi service, possible expansion, Waymo and competition, and more.

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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

#Tesla #TSLA #Stocks

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