Robotaxi

“Over a year or two, they could probably manufacture a million robo-taxis, and I think the technology is pretty much there.”

“It's 26 now. I mean, certainly by 30.”

“If you get in a robo taxi, there's definitely going to be a camera on you.”

“In the world of autonomous vehicles, you have a lot of the projects and a lot of the capital and a lot of the attention are going towards robotaxi. And that's just a very different solution and form factor in our opinion than what you need for last mile delive…”

“We just didn't see a good business there. We like, it's just like, you're going to spend like long time. We estimated five years, which ended up being short to ultimately replace a driver who is really cheap. And it's like, that just doesn't make sense in term…”

“There is a ever increasing view that Actually, the strategy of a robotaxi and the strategy of a passenger car autonomy are going to collapse in China. It's showing that more and more.”

“We're seeing robo-taxis start to hit the streets, and I don't think anybody believes that being a cab driver is going to exist as a job 10 years from now.”

“I think the missing piece, maybe Starlink or something similar where you can have always on connectivity between Starlink and maybe a cell phone and some other fallback. I think that really opens up the opportunity in the number of places you can deploy robota…”

“I think next year really is the year of achievement of a safety standard that allows RoboTaxi to go into action, probably in Q two. They'll pick a couple of cities.”

“The robo van is actually, I think way more exciting than the robo taxi. I think because it can seat up to 20 people, but it can also be like its own retail space. Like the amount of square footage you have in that thing creates like businesses on wheels.”

“When he saw the robotaxi, he was so bowled over by whatever it was he saw in it, right, that he remarked to his to his team, wow, you know, this looks great. Let's just do this. He scrapped the Model Two on the spot, and he said, let's do the robotaxi. We're d…”

“So suddenly, he doesn't, not only wants the robo-taxi, but he wants it at the same time that the Model Two would have come out, which is the second half of next year.”

“No one outside the company and no one inside the company who I spoke to anyway believes that the robotaxi is ready to be without a steering wheel, without pedals, and even if it were ready, that is ready for regulators are ready to say, yeah, go.”

“You're investing ten billion dollars a year. That's what he's investing in. Dojo, the chip, and Optimus The humanoid robot and robo taxi.”

“We still think that the margin goes up from, let's call it seven percent of gross bookings to something like 12 or 14% of gross bookings, even taking into account all of that bill.”

“There are a ton of jurisdictions where I expect this, unfortunately, before I expect it in the US you know, at scale.”

“Well, you know, it takes about four years to you know, go through the automotive development cycle. And so what you see on the road with cruise robotaxis was four years ago, technology, the stuff we're developing now you know, is a lot more sleek and integrate…”

“We've been working at this for decades. We've invested seventy-five billion dollars, and the unit economics are still not on par with, like, a human Uber driver, right?”

“Tesla, General Motors, Lyft, Uber, Google's Waymo, they were all promising large fleets of robo-taxis with fully autonomous vehicles by the turn of the decade.”