Why Tesla Robotaxi FSD is GUARANTEED TO DESTROY Waymo
Overall SentimentBullishStrength: 92%
Overall Thesis
Jo Bhakdi argues Waymo is dead on arrival against Tesla's robotaxi because it lacks universal FSD technology, cheap hardware, scaled manufacturing, political access, demand unlock, and reality engineering approach. Once Tesla's FSD crosses the 10,000-miles-per-intervention threshold in June, Tesla can scale to millions of robotaxis while Waymo remains stuck at 700 handcoded cars.
Narratives
TSLATesla
Strongly BullishTesla's vertically integrated reality-engineering approach - universal end-to-end FSD, $15-25K COGS, 2M car production capacity, X user base, and Trump political access - makes the June robotaxi launch a step-function unlock versus Waymo's artisanal handcoded 700-car fleet.
Key Arguments
- Tesla FSD v13 approaching 10,000 miles per intervention threshold; v14 in June likely breaks through.
- Tesla produces a Model Y every 33 seconds; Waymo has 700 cars total after 7 years.
- Tesla COGS target $15K per Cyber Cab in 2026 vs Waymo's $160K per unit.
- Tesla has 6B training miles vs Waymo's 30M; 60K H100 Cortex cluster vs unknown smaller Waymo compute.
- Every 1M robotaxis on the road generates ~$70B/year revenue at Jo's economics.
Analyzed with manual_claude_session | Extraction manual_v1 | Cost: —