Squawk on the Street SOTS 2nd Hour: Musk’s Vision For Tesla, DC Deal Or No Deal, and Time To Break-up Google? 5/21/25
May 21, 2025
Elon Musk, CEO of Tesla and known for his groundbreaking work in electric vehicles and space exploration, discusses his ambitious vision for self-driving cars and the future of Tesla's robotaxis. He navigates the competitive landscape, especially against Chinese manufacturers like BYD. The podcast also examines the potential breakup of Alphabet to enhance shareholder value, alongside insights into rising market pressures and economic shifts impacting companies like Target and United Health. Musk’s thoughts on AI and tech innovation provide compelling food for thought.
AI Snips
Chapters
Transcript
Episode notes
Tesla's Autonomous Fleet Vision
- Tesla aims to have hundreds of thousands to hundreds of millions of cars doing full self-driving in the U.S. by the end of next year.
- Owners can add their cars to Tesla's fleet to earn revenue when not in use, like Airbnb for cars.
Tesla's Sensor Strategy
- Tesla relies on cameras and AI for self-driving, omitting lidar and radar to avoid sensor confusion.
- Musk argues roads are designed for biological intelligence, making camera-based AI the best fit.
Waymo's Safety-Driven Approach
- Waymo's co-CEO stresses vehicles must outperform humans for true autonomy, using multiple sensors and AI.
- Waymo offers 250,000 paid rides weekly with 1,500 cars, focusing on safety and federal regulation.