$TSLA , Robotaxi's: Tesla is playing a different game
By:TradingView
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TSLA
LightSource AI CEO Spencer Penn:
Waymo LLC is winning robotaxis today
~500k paid rides/week, fully driverless, strong safety record
Tesla Inc. still in pilot mode
~240 robotaxis, most with safety drivers
But:
Tesla is playing a different game
sub-$30K Cybercab → radically lower cost
8.5B miles + data flywheel
integrated consumer + robotaxi model
Waymo leads now, Tesla could win on scale and economics later
Still fully long TSLA, trade had a strong start.
Sticking with the position as long as structure holds, letting it play out.
LightSource AI CEO Spencer Penn:
Waymo LLC is winning robotaxis today
~500k paid rides/week, fully driverless, strong safety record
Tesla Inc. still in pilot mode
~240 robotaxis, most with safety drivers
But:
Tesla is playing a different game
sub-$30K Cybercab → radically lower cost
8.5B miles + data flywheel
integrated consumer + robotaxi model
Waymo leads now, Tesla could win on scale and economics later
Still fully long TSLA, trade had a strong start.
Sticking with the position as long as structure holds, letting it play out.
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