Saxo Market Call Deep dive on autonomous driving as Tesla hits rough patch
Jul 24, 2025
Tesla faces challenges after a disappointing earnings report, sparking discussions on the future of autonomous driving. The focus shifts to competitors like Alphabet's Waymo and the emerging player ZOOX. Insights into the competitive landscape reveal potential game-changers ahead. The podcast also covers Alphabet's positive earnings and offers looks into foreign exchange markets and upcoming financial reports. Tune in for engaging market analysis and strategic insights.
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Tesla's Rough Quarter Revealed
- Tesla's revenue dropped 12% year-on-year, marking its worst quarter with meaningful revenue.
- Market reacted strongly to Elon Musk's caution about rough quarters ahead and transitional challenges.
Waymo’s Autonomous Driving Edge
- Waymo leads with 100 million driverless miles and 250,000 weekly rides across key U.S. cities.
- Despite higher costs, 70% of users prefer Waymo over human drivers, signaling strong acceptance.
Amazon’s Zoox Challenges Waymo
- Amazon-backed Zoox plans to produce 10,000 fully autonomous level five vehicles yearly.
- This could rival Waymo’s scale with bi-directional passenger designs and no steering wheels.