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by iandanforth 129 days ago
The crucial thing is that Tesla's valuation has the hype projects baked in. The fact that it never delivered self driving or a robotaxi fleet and is now being saved solely by an import ban on Chinese EVs means that any success he had with Tesla is now an illusion.
3 comments
qaq 129 days ago
Yep but again that does not qualify as never delivered on anything.
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tuckwat 129 days ago
I don't follow his promises but have seen first hand how far ahead Tesla FSD is compared to competitors in the consumer space. It's not even close.

This current announcement seems silly, though.

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nebula8804 129 days ago
Have you tested Supercruise?

There is another way to view this. FSD plays fast and loose because they are constantly iterating. The culture at Musk co is that if you dont' keep pushing updates you are in trouble so do we really want to trust that each of his numerous updates are truly tested? This guy is a pathological liar after all. How many lawsuits are they dealing with now?

Supercruise only runs on pre mapped routes. If my life is on the line, I'd rather take the pre mapped routes and supercruise design is better at preventing people playing games to defeat the system (ex.shoving an orange in the steering wheel) so I know that others using the system on the road are following the system guidelines.

Supercruise may not do everything FSD does but it cuts out a large portion of the "fatigue" portion of driving and as a result can be highly trusted value add.

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dmix 129 days ago
> The fact that it never delivered self driving or a robotaxi fleet a

Once again pointing out Tesla has around 300 robotaxis running in 2 cities (Austin/SF).

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queenkjuul 128 days ago
Roughly 60 individual cars have been identified in Austin and all have a human driver on board.

I don't really buy that there's 250 in SF

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dmix 127 days ago
They rolled out full driverless in Austin in November 2025 and there's a website that reverse engineered the mobile app API to track the active cars. It found 90 active in Austin with more declared total by Tesla and 150 active in SF (SF ones have a safety driver for now). Likewise they found around 300 active in SF for Waymo with around 1000 cars declared total by Waymo itself.
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