Benzingaยท2025-06-25 15:03Group 1: Tesla - Tesla's robotaxi model is characterized by vertical integration, controlling all aspects of production from battery manufacturing to software development [1][2] - The company launched its Robotaxi service in Austin, TX, with a limited debut featuring over 10 Model Ys during an invite-only event [2] Group 2: Uber - Uber operates primarily as a platform connecting riders with drivers or autonomous vehicles, without manufacturing vehicles or developing autonomous technology at scale [3] - The platform's model allows for rapid scaling but presents risks related to driver retention and profit margins, especially if autonomous rides become cheaper than human-driven ones [4] Group 3: Waymo - Waymo, a subsidiary of Alphabet, operates its own fleet of high-end robotaxis equipped with advanced LiDAR and sensor technology, focusing on safety and technological sophistication [4][5] - The high cost of Waymo's vehicles complicates scaling, leading the company to partner with platforms like Uber to expand its customer base [5] - Waymo's robotaxis are integrated into Uber's platform in cities like Austin and Atlanta, with plans for further expansion, while also being available through its own Waymo One app in other markets [5][6]