Tesla robotaxis are three or four years behind Waymo, says Understanding AI founder
binarybits · x · 2026-09-08
- Timothy Lee, founder of Understanding AI, argues Tesla is following Waymo's trajectory but roughly three or four years behind, and can't shortcut the long tail of scaling robotaxis.
- His core point: every scale-up of about an order of magnitude surfaces a batch of new edge cases that were one-offs at smaller scale but become real problems at larger scale.
- He sees substantial operational and technical challenges still ahead for Tesla, beyond just model capability.
More from Embodied
- Looking for a wearable mic with best battery life that feeds recordings to personal agents via MCP — altryne · 2026-10-26
- 'Lamp Swarm': a desk of lamp-shaped robots shows what physical AI work looks like — dee_hw · 2026-10-26
- SJTU's VaM lets robots learn online from mistakes, 95%+ success over 4-hour autonomous runs — chris_j_paxton · 2026-10-26
- DIY humanoid PhoneGirl day 4: collision tests, servo rework, 160° knee bend — _Stocko_ · 2026-10-26
- Inside Dexory's full-stack warehouse robotics factory: 8m scanning towers and in-house manufacturing — lukas_m_ziegler · 2026-10-26
- M5Stack StickS3 firmware adds remote live view for Ricoh GR III/IIIx/IV cameras — OpenAIDevs · 2026-10-26