2025-12-22 08:22:16

The autonomous taxi revolution is unfolding faster than skeptics predicted. Passengers riding solo in the back while the driver's seat sits empty—it's no longer science fiction. Tesla's robotaxi fleet is now operational on real roads with actual customers, marking a watershed moment for the industry.

This shifts the competitive landscape dramatically. Waymo and Uber, once considered frontrunners in autonomous mobility, now face intensifying pressure. Tesla's approach—combining scaled vehicle production, proprietary AI training, and direct-to-consumer deployment—poses a fundamentally different challenge than traditional fleet operators anticipated.

The implications ripple across multiple sectors: insurance models, urban planning, labor markets, and mobility infrastructure. Whether Tesla maintains this momentum depends on scaling reliability, navigating regulatory frameworks, and proving long-term safety records. Still, the fundamental question has shifted from "if" autonomous taxis arrive to "who dominates as they scale."

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GateUser-74b10196

· 6h ago

The empty driver's seat feels a bit creepy... Would anyone really dare to sit there? --- Waymo and Uber are probably going to struggle, Tesla's move is too ruthless. --- After talking for so many years, are they finally getting serious? I'd rather wait and see the safety data before making any comments. --- The direct sales strategy is indeed brilliant, traditional transportation companies have no way to counter it. --- Here comes the problem, if something goes wrong, who is responsible... How does insurance work for this? --- But can they pass the regulatory hurdles? It feels like the policies in various places are still far from enough. --- Betting that Tesla can hold on, after all, money is the best negotiator. --- Haha, it's another "faster rollout" prophecy, the last time I heard this was five years ago. --- The wave of unemployment is really coming, and that's the scariest part.

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LoneValidator

· 12-23 06:01

This wave of self-driving taxis, TSL is really going to overturn the entire industry. Waymo and Uber must be anxious now, selling technical patents is no longer feasible. TSL is a master of making things happen, from car manufacturing to AI, others can't copy it even if they want to. Insurance companies, urban management, taxi drivers... all have to be reshuffled, it's a bit crazy. Is this safety record reliable... we'll have to see what the subsequent data says. The integration of Web3 and AI, the next opportunity is already on the way.

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NotGonnaMakeIt

· 12-22 08:52

I said a long time ago that Tesla is playing this game hard, and now it's really here... Should those people at Waymo be worried? --- The whole self-driving taxi thing feels like it suddenly went from concept to reality, it's a bit overwhelming. --- Oh my, insurance companies are going to have to relive this, what if they can't afford the payouts... --- Musk really is a madman, while others are still in the PPT stage, he's already out on the streets, impressive. --- To be honest, I'm still a bit scared to ride in one of those things, can you really trust this kind of stuff? --- It feels like traditional taxi drivers are really going to have a hard time, who can stand against this wave? --- Wait, is Uber caught in the middle? That's really awkward. --- How to break through the regulatory hurdles, that's the key, technology isn't everything. --- I just want to know who is responsible if something goes wrong... Tesla? The insurance company? Society? --- We don't have to wait for the era of self-driving anymore, it's already right in front of us.

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OnlyUpOnly

· 12-22 08:41

No way, TSL's moves are really impressive. But Waymo and Uber must be a bit nervous now. --- The arrival of self-driving taxis has long been due; it just depends on whether Tesla can hold it together. --- To put it bluntly, it’s still that same logic: production + AI + direct sales; traditional players really have no solutions. --- Is it true? Is the back seat empty while it drives? Is this safety guaranteed? It feels a bit strange. --- What about taxi drivers... this employment issue is going to get serious. --- How will they get through the regulatory hurdles? It feels like it's still a long way off. --- I bet TSL can roll out across the US this year; this could be the next big opportunity. --- To be honest, compared to conservative players like Waymo, Elon is just willing to take risks. --- Let’s wait until the real commercialization day comes; right now there are still two dimensions missing between demo and real combat. --- The labor market will be directly impacted; this is going to be interesting.

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GasFeeCryBaby

· 12-22 08:38

Bro, Tesla's move this time is really incredible, driverless taxis are already on the streets... How come Waymo and Uber are still not bankrupt? --- It's all about Tesla and AI, this logic feels so familiar... Anyway, I just know betting on Musk is never wrong. --- Wait, are driverless cars really safe? I mean really... Or is this another story of playing people for suckers? --- Haha, traditional taxi drivers are going to be unemployed, feel the joy of Web3's Decentralization. --- No, Tesla's strategy is indeed fierce... Producing, selling, and training AI in-house, this is what they call vertical integration. --- In simple terms, whoever can survive on the regulatory line wins... Will American politicians let Tesla have it so easy? --- The labor market is about to change, what will happen to millions of drivers... This is just like the unemployment wave in Decentralized Finance. --- I won't believe it until Tesla's robotaxi earns over ten thousand a month, right now it's all paper gains.

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