Misleading headlines are shaping how the public, policymakers, and markets interpret autonomy. The headline gets the clicks and sets the narrative, while the facts stay buried deep in the story, if they are even in the story.
In the United States, there is no dedicated robotaxi tier on Uber or Lyft. Overseas, it exists. In the U.S., consumers are forced to play autonomy roulette.
Our latest market analysis brought to you by @Koop_AI.
Wall Street shrugged. The media turned hostile. Paying riders in Austin loved it. That is what counts.
Cybercab is here. Scaling it is measured in 4680 cells, not calendar days.
$TSLA
This week we spent time in the Bay Area visiting companies and putting on our trusty inspector hats. What we uncovered shines a light on just how grand @Amazon’s plans appear to be for @Zoox.
In California, @Waymo is the only company operating a paid commercial robotaxi service. No matter what the headlines claim, Waymo currently controls 100% of the market.
Elizabeth Taylor married eight times to seven husbands. Uber has 20+ autonomy partners, $10 billion committed, and the divorces are starting to pile up. @Waymo, now @ServeRobotics. Who's next? Only five more to tie the record.
.@Waymo is testing 100 AVs in 20 London boroughs. No partner, no shared economics.
@Baidu_Inc is entering London with @Uber and Freenow by @Lyft. The partnerships exist for the license.
When Baidu secures its own permit, what happens to the partners?