binarybits questions whether Tesla can scale robotaxis to Waymo's level before bottlenecks bite
binarybits · x · 2026-10-29
AI commentator binarybits says he was never "TSLAQ" and has long acknowledged Tesla's progress toward driverless operation. But he doubts whether Tesla can sustain its recent growth rate to reach Waymo's scale and beyond, citing potential bottlenecks: depot capacity, remote operator staffing, and regulatory backlash.
Related event: Can Tesla Robotaxi Match Waymo's Expansion Pace?(3 posts)→
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