X @Herbert Ong

🚨 William Blair analyst Jed Dorsheimer reviewed Tesla’s robotaxi service, and came away impressed!“The comparisons are immediate and stark—when we drove past Waymo and Zoox vehicles outfitted with their complex sensor suite, they stuck out like a sore thumb,” says Dorsheimer.Tesla uses only optical cameras and its Full Self Driving software to make cars drive themselves.Alphabet’s Waymo and Amazon’s Zoox use more expensive sensors.That can give Tesla a cost advantage in the robo-taxi business, Dorsheimer sa ...