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.
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