In this episode of the Brainstorm podcast, the panel dives into Tesla's anticipated Robotaxi network set to launch in Texas and California around 2025 or 2026. They address the skepticism around the rollout and highlight how Tesla plans to use remote human operators to manage complex driving scenarios initially, alongside leveraging its existing charging infrastructure. The conversation also examines Tesla's unique fleet model, which could include both customer-owned and Tesla-owned vehicles, and contrasts Tesla's approach to vertical integration with rivals like Waymo and Uber, pointing out Tesla's potential cost benefits and its direct-to-consumer strategy. Additionally, they discuss the possibility of Tesla expanding into delivery services, utilizing its current and future vehicle fleet while exploring alternative last-mile delivery options.
