Ep. 320: Tesla and Waymo - Apples and Oranges

Published: Dec. 26, 2019, 6:47 a.m.

b"It is not accurate to suggest that Tesla's Autopilot and fully autonomous capability are equivalent to Waymo's autonomous platform. Tesla's autonomous vehicle miles traveled are highway miles whereas Waymo's LiDAR training largely occurred on city streets. Mr. Jeff Brown recently gave an interview and stated that Tesla is the autonomous vehicle leader and has established a significant competitive moat because it has approximately 2 Billion autonomous vehicle miles traveled. We have a different opinion. Waymo (the company we view as the autonomous vehicle leader) has trained its LiDAR platform largely on city streets (approximately 16 Million vehicle miles traveled) which are far more nuanced and complex than highway travel."