If they actually worked right now, the demand would be high. Demand is certainly high for Waymos. Even if they worked worse than a Waymo I think the demand would still be very high. But it's hard to tell if (or when) it will work well enough to actually be a real product.

Probably not a great strategy to piss off every blue voter in the country and then try to setup a business in cities.

The question is what 'high' means in context of revenue.

Uber, the globally available taxi company, is valued 8 times less than tesla. If you are now able to kill all the costs for the taxi driving and reduce the cost for the car also, how much revenue is left?

Robotaxi has to be cheaper than a normal taxi to kill taxis. The margin of that company can't be that much more than a company like uber.

And uber itself will also invest in this, as every other car company. XPeng and co everyone who is building or working on this, will not just idly looking and waiting for tesla to just take 'whatever this cake' will look like.

For me it becomes a complet game changer if it becomes so reliable so extrem reliable, that i can order a car at night, a fresh bed / couch is then in the car and i can lie down while it drives me a few hundred kilometers away.

that's why I said "Tesla's robotaxis".

They have not proven they are waymo level or near it, or that they will ever be there given the lack of lidar.

> Even if they worked worse than a Waymo I think the demand would still be very high.

They may already work better than a Waymo. It's hard to tell. It's certainly there using the public version of FSD. There's awkwardness, but the same can be said of Waymo. What I don't know is how many mandatory edge cases remain to be handled before they can set it free.