It’s being valued on the hope that they will crack full self driving. People still believe they will crack it.

Meanwhile Waymo has actually cracked self driving, and is operating a fleet of taxis. Tesla said they were going to do this at least as far back as like 2018, and still aren’t.

They’re being beaten on every front.

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dmix 6 hours ago | parent [-]

> Tesla said they were going to do this at least as far back as like 2018, and still aren’t.

Tesla Robotaxis are fully operating in Austin since November and they are running a pilot in San Francisco with safety drivers?

https://www.teslarati.com/tesla-opens-robotaxi-access-to-eve...

	▲	cedws 5 hours ago \| parent [-]
		Seems I was wrong. However, the Robotaxi fleet is still tiny compared to Waymo's. Jalopnik said the fleet was only 34 cars as of EOY 2025[0]. Waymo had over 2,000 as of September 2025[1]. [0]: https://www.jalopnik.com/2063124/tesla-austin-robotaxi-fleet... [1]: https://www.automotiveworld.com/articles/waymo-confirms-flee...

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brightball 10 hours ago | parent | prev | next [-]

Have you tried FSD on a HW4 model recently?

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Deklomalo 9 hours ago | parent [-]

And?

FSD is good in video, given. But its not full self driving as it still requires you to keep an eye on it.

Real FSD for me at least, means I can sit in a 'car' open a laptop and work. But honestly working with a laptop in a car makes it dangerous when driving fast.

For my work commute, I don't need a FSD. For my holiday also not.

What I want is real and save FSD something which has proofen on the road that it is really really good.

We are far away from this. 5 years minimum if not 10. And while Tesla is playing around with FSD and putting it now behind a subscription and fooled everyone with the promise of FSD with HW3 and below, it will not suddenly make Tesla the single leader in FSD at all.

Waymo is working on it, Xpeng can do it, BMW, Mercedes and Nvidia.

For Cybertaxies alone you need a lot of infrastructure (parking spots), cleaning crew, management software etc. you need the legal framework to be allowed to drive them (not going to happen anytime soon in europe) and then you only compete with normal taxis and uber.

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FeloniousHam 6 hours ago | parent | next [-]

> Real FSD for me at least, means I can sit in a 'car' open a laptop and work.

Sure. Meanwhile, I'm literally using FSD 90% of the miles driven in my Y (the last update added a counter). I can appreciate a non-existant better product as much as the next guy, but as it is my daily commute is vastly improved.

FSD isn't perfect (probably about 90%!), but it's everyday amazing and useful.

	▲	brightball 2 hours ago \| parent \| next [-]
		Yep. If anything the only complaint is that it can be “too safe” when I might personally be more aggressive making a turn for example. Last time I went 5 hours to Raleigh and back I let it drive door to door and it was incredible.
	▲	Deklomalo 6 hours ago \| parent \| prev [-]
		And for what exactly? What did it do to your commute? how long do you commute? What do you do know why sitting in front of your stearing wheel? I listen to music and audibooks and I would not have a device between me and the airbag.

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slfnflctd 6 hours ago | parent | prev [-]

> open a laptop and work

I'm still convinced we are going to need dedicated roads - or lanes at the very least - and dedicated parking/waiting areas for this to be feasible on a truly large scale.

However, it may be easier than we think-- they've already done something like this for rideshare drivers in many places, and it wouldn't necessarily need to be much more complicated than that.

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johnthewise 10 hours ago | parent | prev [-]

It's more of a bet on the optimus

	▲	piva00 6 hours ago \| parent \| next [-]
		Isn't that an issue as well? It's always a bet on the next promised land which never arrives, the goalposts change but the stock never takes a hit from undelivered promises, it's bonkers.
	▲	cedws 9 hours ago \| parent \| prev [-]
		Optimus looks like a joke compared to the robots China has developed like Unitree.