October 27, 2025 10:00 AM GMT Tesla Inc | North America Robotaxi Solved: 'Steam Engine' Moment for Transport I'm callin' it. Autonomous cars are solved. When I say solved, do I mean six or seven 9's to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros. It's a James Watt moment that changes transportation forever. Tesla's 3Q results included 3 'show-stoppers' that seemed to go largely under the radar... "But we do expect to have no safety drivers i ...

RT Sawyer Merritt (@SawyerMerritt)Morgan Stanley's Adam Jonas in new $TSLA note: "I'm callin' it. Autonomous cars are solved. Do I mean six or seven 9's to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros.""From our discussions with @Tesla, it appears the only thing preventing Tesla from pulling the driver is its own abundance of caution. Our understanding is that there is no other explicit regulatory approval required to pull drivers in Texas. A ...

RT Tesla Owners Silicon Valley (@teslaownersSV)"Autonomous cars will disrupt society much faster than people realize — but it’ll take about 20 years before we see massive changes in employment." — Elon Muskhttps://t.co/UOcM34TYQk ...

"Autonomous cars will disrupt society much faster than people realize — but it’ll take about 20 years before we see massive changes in employment." — Elon Muskhttps://t.co/UOcM34TYQk ...

RT Robert Scoble (@Scobleizer)Mile 1,280 without my hands on the wheel.The autonomous age is here.When I first saw autonomous cars they couldn’t complete DARPAs challenge and they didn’t even have a roundabout as part of the course.Having fun vacation rocking out in California. https://t.co/hAtbaYkTRL ...

"Autonomous cars will disrupt society much faster than people realize — but it’ll take about 20 years before we see massive changes in employment." — Elon Musk https://t.co/3qH5hDF4YO ...

Core Insights - Lyft Inc. has entered a partnership with Waymo, resulting in a 10% increase in its stock price, raising questions about whether this will lead to sustainable growth or is merely a temporary boost [1] Lyft's Robotaxi Initiative - The partnership allows riders in Nashville to hail Waymo cars through both the Waymo One app and Lyft's platform, with Lyft managing fleet operations, maintenance, and depot activities [2] - This initiative represents a significant move for Lyft to establish relevance in the autonomous vehicle industry, as Waymo has completed over 10 million paid rides in various cities, positioning Lyft to leverage this momentum for growth [3] Competitive Landscape - Uber has also partnered with Waymo and is collaborating with Baidu to expand robotaxi services into Asia and the Middle East, highlighting its broader strategy and financial strength with a market cap of $200 billion [4][5] - While Lyft's deal is termed "formative," Uber's extensive global strategy may overshadow Lyft's efforts, making it challenging for Lyft to compete effectively in the long term [5][6] Future Outlook - The Nashville launch will be critical in determining if robotaxis can significantly enhance Lyft's growth trajectory, as suggested by CEO David Risher, or if Uber's global presence will continue to render Lyft's achievements as minor milestones [6]

"Autonomous cars will disrupt society much faster than people realize but it’ll take about 20 years before we see massive changes in employment."Elon Musk https://t.co/2jvnQEswDH ...

Robo Taxi Experience & Performance - Robo Taxi demonstrates impressive on-the-fly pickup and drop-off adjustments, considering traffic flow and finding safe spots [5][6][8] - The system exhibits an understanding of human driver intentions, reacting smoothly to unexpected situations [19] - Robo Taxi's performance in heavy rain is notable, showing confidence and smoothness even in challenging conditions [55] - The system can reroute effectively when necessary, finding alternative paths without hesitation [51][52] Technology & System Analysis - The analysis suggests Robo Taxi might be an improved version of full self-driving version 13, potentially not utilizing the front bumper camera [38] - Hardware 4 is considered sufficient for unsupervised and driverless operation, with the absence of a front bumper camera not being a critical issue [43][45] - The system exhibits some randomness in decision-making, likely a byproduct of neural networks [67] - Safety monitors are present due to the system being a supervised one and to address potential issues [26][27] Safety & Human Interaction - The most significant danger comes from other human drivers who are inattentive or make mistakes [84] - Robo Taxi handles mistakes well and recovers effectively [64] - The system sometimes struggles to anticipate and avoid bad drivers [85][86]

RT DogeDesigner (@cb_doge)🚨 ELON MUSK: The streets will change very rapidly. Autonomous cars will be very common throughout the world in 2 to 3 years.https://t.co/xd3Ax0Q71D ...