TechCheck Tesla’s robotaxi debut sends shares surging 6/23/25
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Jun 23, 2025 Tesla's debut of its limited robotaxi service in Austin has boosted its stock significantly. The discussion highlights how this launch positions Tesla within the competitive landscape of autonomous vehicles. Comparisons are made with rivals like Waymo and Amazon's Zoox, revealing Tesla's unique advantages despite operational challenges. The conversation also touches on overlooked value in competing companies as the race for robotaxi dominance heats up.
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Tesla's Robotaxi Promise vs Reality
- Tesla's robotaxis launched in Austin are in demo mode with a human monitor, yet Tesla shares surged 10% on promise alone.
- Waymo leads fully driverless rides with 250,000 weekly rides and expansion plans far beyond Tesla's current pilot.
Waymo's Fleet and Transparency Edge
- Waymo operates the largest driverless fleet with transparent safety metrics and rapid city expansion.
- Tesla, despite hardware scale in millions of cars, lacks demonstrated autonomous software readiness and city coverage.
Driving Tesla FSD vs Waymo
- Deirdre Bosa drove in San Francisco using Tesla's FSD alongside Waymo, observing Waymo's more human-like and assertive driving.
- She highlighted Tesla's slower progress on safety and transparency compared to Waymo's public safety data.