Tesla and Waymo Diverge on Robotaxi Strategies
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Tesla (TSLA) is betting heavily on a minimalist, camera-based autonomous driving system, eschewing lidar, radar, and detailed maps. Elon Musk's vision hinges on low-cost scalability through AI trained on real-world data from Tesla's global fleet. "If the AI can learn from vast data, we don’t need expensive hardware," Musk asserts, positioning this as the only viable path to mainstream robotaxis.
Waymo, meanwhile, prioritizes safety with a sensor-heavy approach—lasers, radar, and HD mapping—despite higher costs. Its driverless ride-hailing services in Phoenix and San Francisco have already earned regulatory trust, a hurdle Tesla has yet to clear. This isn’t just a corporate rivalry; it’s a philosophical clash over the future of autonomy.
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