Part 3/9:
The discussion around "scale" in the context of robo-taxis is critical. Tesla is a car manufacturer at heart, and this foundational perspective offers advantages when it comes to deploying a robo-taxi fleet. Krafcik's claim that Tesla has struggled to compete for nearly a decade seems dismissive of the company’s upcoming plans, such as the anticipated launch of its "Cyber-Cab" service by June 2025. While Waymo reports some operational successes, the scalability and sustainability of its business model raise questions.