Will Tesla's robotaxi grow too fast and become Cruise, or keep scaling untouched?

binarybits · x · 2026-10-29

Tech blogger Timothy Lee (@binarybits, 53k followers) on Tesla's Austin robotaxi expansion: Tesla may not sustain Austin's growth pace across other cities, since Austin likely took a whole-company effort and per-city growth will slow with parallel expansion. It could also grow too fast and wind up like Cruise — though from the outside it's hard to say how well things are actually going.

Related event: binarybits weighs whether Tesla Robotaxi can catch up with Waymo(8 posts)→

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