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Tesla analyst compares Robotaxi to Waymo: ‘The contrast was clear’

“In short, robotaxi felt like a more luxurious service for half the cost and the driving felt more human-like.”

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Credit: Tesla

Tesla analyst Jed Dorsheimer of Wall Street firm William Blair compared the company’s Robotaxi platform to Waymo’s driverless ride-sharing program, and had a clear-cut consensus over which option was better in terms of rider experience.

Dorsheimer visited Austin recently to ride in both Tesla’s Robotaxi ride-sharing program and Waymo, which has operated slightly longer than Tesla has in the city. Tesla started rides on June 22, while Waymo opened its vehicles to the public in March.

A Tesla Model Y L Robotaxi is a legitimate $47k Waymo killer

The analyst gave both platforms the opportunity to present themselves, and by the end of it, one was better than the other in terms of rider experience. However, he noted that both platforms gave safe and smooth rides.

Overall, there was a tremendous difference in the feel and environment of each option.

Tesla Robotaxi vs. Waymo

Dorsheimer said that Tesla’s first big advantage was vehicle appearance. Robotaxi uses no external equipment or hardware to operate; just its exterior cameras. Meanwhile, Zoox and Waymo vehicles utilize LiDAR rigs on their vehicles, which made them “stick out like a sore thumb.”

“In contrast, the robotaxis blended in with other Teslas on the road; we felt inconspicuous flowing with the traffic,” he added.

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The next big victory went in the way of Robotaxi once again, and it concerned perhaps the most important metric in the ridesharing experience: price.

He continued in the note:

“Confirming our thesis, robotaxi was half the price of Uber, showing its ability to win market share by weaponizing price.”

In terms of overall performance, Dorsheimer noted that both platforms provided safe and “top-notch” experiences. However, there was one distinction between the two and it provided a clear consensus on which was better.

He said:

“In Austin, we took multiple robotaxi and Waymo rides; the contrast was clear. Aside from the visual difference between each pulling up to the curb, the robotaxi was comfortable and familiar, and it felt as though a friendly ghost chauffeur was driving our personal car. Driving was smooth and human-like, recognizing and patiently waiting for pedestrians, switching into less crowded lanes, patiently waiting to execute a safe unprotected turn, and yet, discerning and confident enough to drive through a light that just turned yellow, so as not to slam on the brakes.

Waymo also provided a top-notch service, and we did not encounter any safety concerns, but if we were to be overly critical, it felt more … robotic. In the cabin, you have to listen to an airline-esque preamble on Waymo and safety protocols, and during the ride, you can hear all the various spinning lidar sensors spooling up and down with electronic whizzing sounds.”

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Tesla Robotaxi provides an experience that seems to be more catered toward a realistic ride experience. You can control the music, the cabin temperature, and transitioning your travel from one vehicle to the next during a trip will continue your entertainment experience.

If your first trip ends in the middle of a song, your next trip will pick up the music where it left off.

Meanwhile, Waymo’s experience sounds as if it is more focused on rider expectations, and not necessarily providing a ride that felt catered to the occupants. Still, what’s important is that both platforms provided safe rides.

Dorsheimer ended the note with one last tidbit:

“In short, robotaxi felt like a more luxurious service for half the cost and the driving felt more human-like.”

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla launches V2L Outlet Adapter for Premium Model Y in the U.S.

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Credit: Tesla

Tesla has launched a new Vehicle-to-Load (V2L) Outlet Adapter for Premium Model Y vehicles in the United States, meaning you can now power devices like laptops or light strings with your vehicle’s battery.

It appears the capability will be available for any Model Y Premium trim, including those that were purchased prior to the Adapter being launched. It will also only impact Juniper Model Y vehicles, so the first-gen owners will unfortunately not have access to this capability.

If your Model Y was purchased before Tesla renamed the trim levels to “Premium” and “Standard,” it does not seem to be compatible. My Model Y is technically a Premium build, as it is the Long Range All-Wheel-Drive. However, Tesla says it is not compatible with my vehicle.

For $80, you can now utilize your car as a portable charger for small appliances or devices. This is perfect for things like tailgates, concerts, or camping, as you can now plug in devices that you might use. Those string lights for camping? That laptop for the other games that are on at the tailgate?

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They’ll both utilize energy from your Tesla’s battery to be powered. This is the first time Tesla has expanded the capability to vehicles outside of the Model Y Performance and Cybertruck. However, this feature has been highly requested by owners for an extended period of time.

Tesla launched the Outlet Adapter in China last year:

Tesla China rolls out Model Y L V2L adapter, and it’s free for early owners

You will need the Mobile Connector to operate the Outlet Adapter: the Outlet Adapter will plug into the main housing of the Mobile Connector, where the appropriate adapter to charge your vehicle will plug in.

It is rated for 120 volts and 20 amps, and has a max power rating of 2.4kW.

You can buy it here from Tesla for $80.

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Tesla Roadster unveiling nears, and it will fly: The Information

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(Credit: Dami Kolz/Twitter)

Tesla is nearing its long-awaited unveiling of the all-electric Tesla Roadster, a new report from The Information claims, as the company has said several times this year that the event would take place “soon.”

Now, it appears there is movement on Tesla’s end regarding when it will happen.

The report says that Tesla will unveil the Roadster as soon as this month with a SpaceX version that will utilize cold-gas thrusters to help the vehicle float for a short period of time. This is something CEO Elon Musk has talked about with the Roadster for years.

Additionally, due to the delays, Tesla explored “a variety of designs” for the Roadster, potentially planning to abandon the design it showed off for the first time in 2017 and adopting an entirely new aesthetic.

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According to The Information, Tesla considered utilizing a repurposed Model S Plaid and even wanted to upgrade the look to something like a Lamborghini Countach.

Elon Musk teases Tesla Roadster unveiling once again

We’ve heard all of these things before, including teases about the date and how “soon” the Roadster will finally be ready to be shown off to the world (for the second time). Musk said that the event would occur in April, then May, then Chief Designer Franz von Holzhausen continued to say it would be coming “soon.”

We do expect to see the Roadster by the end of the year, and now with this new report swirling, it appears it could be sooner rather than later.

The wait has been incredibly long, but there is likely a good reason for it. Tesla’s desire to make the Roadster the craziest vehicle on the road was non-negotiable, and it likely took a lot of time and resources to develop and perfect into something that was safe and suitable for a vehicle like this.

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Tesla finally got its Nevada Robotaxi Permit but with a few catches hard to miss

Nevada granted Tesla’s robotaxi permit, but capped the fleet at just ten vehicles for now.

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Concept art of a Tesla Cybercab in Las Vegas Strip as rendered via Grok

Tesla has received its robotaxi permit in Nevada, more than two months after regulators closed the public comment period on the company’s application. News of the approval surfaced Wednesday night when Tesla investor and longtime company watcher Sawyer Merritt posted a copy of the interim order, and the Nevada Transportation Authority’s own carrier registry now lists the permit, AVNC Permit 002 under Docket 26-05015, as active for Tesla Robotaxi, LLC.

Tesla asked Nevada in June for authority to run up to 5,000 vehicles in Clark County within a year, however the permit the NTA issued is initially capping Tesla at ten fully autonomous vehicles and confines them to a defined geofence along the Las Vegas Strip corridor. Any expansion of that operating area, or any increase to the fleet size, requires the NTA’s approval first.

The order also sets rules that look more restrictive than what Tesla runs in Austin. Rides are barred on roads with posted speed limits above 45 miles per hour, pickups are off limits within a quarter mile of Harry Reid International Airport without separate authorization, and every vehicle has to carry visible “Robotaxi” markings while notifying riders before each trip that no one is driving. The order also requires “appropriate human supervision”, language that suggests Nevada isn’t ready to let Tesla offer the rides without a safety monitor that it has run in parts of Austin since January. As with standard protocol with robotaxi services, Tesla must report any accident, system failure, or vehicle that becomes stranded on a Nevada road within five business days.

Tesla is entering a market Nevada already knows well. Zoox, the Amazon owned robotaxi company, has run its own autonomous vehicle permit in the state since last year, building up to roughly 100 vehicles and 350,000 rides along the Strip. That history likely explains why the NTA started Tesla at ten cars rather than the fleet size the company asked for. The agency has a template for scaling a permit up once a company proves out its safety record.

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Tesla’s Nevada application first surfaced in June, when the company filed for the permit alongside plans for a maintenance hub in southwest Las Vegas. The company has said it won’t meaningfully scale its robotaxi fleet anywhere until FSD v15 ships, expected in late 2026 or early 2027, which makes the ten vehicle cap less of a constraint today than it might look on paper. For now, Tesla has the legal right to start Nevada rides. Whether it starts before FSD v15 arrives is a separate question the permit doesn’t answer.

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