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Ex-Waymo CEO shares why he still thinks Tesla can't compete with Waymo's robotaxis
- Former Waymo CEO John Krafcik stated that Waymo currently has no competitors in the robotaxi space that match the company's scale, safety, and performance.
- Krafcik reiterated his belief that Tesla's camera-only approach to autonomous driving is not competitive with Waymo's technology.
- Waymo continues to lead in autonomous ride-hailing services, providing over 200,000 rides a week in cities like Los Angeles, Phoenix, and San Francisco.
- Krafcik criticized Tesla's Cybercab prototype and emphasized the importance of lidar sensors for safe and reliable autonomous vehicles.
- Despite competition from companies like Baidu's Apollo Go and Zoox, Krafcik remains confident in Waymo's lead due to its scale, safety, and performance.
- Krafcik praised Waymo's progress and its ability to deploy embodied AI at scale, setting it apart from other companies in the autonomous driving space.
- Analysts speculate on a potential Waymo IPO and a break from Alphabet, with predictions of reaching a significant valuation by 2030.
- Krafcik envisions Waymo offering autonomous driving software for large trucks and personal vehicles, in addition to its ride-hailing services.
- Despite competition from Chinese companies like Pony.ai, Krafcik doubts their performance compared to Waymo's as they have not launched a robotaxi service in the US.
- Krafcik emphasized that Waymo's patient investors differentiate it from other autonomous vehicle companies tapping into public markets for quick funding.
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