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However, the spotlight may soon shift dramatically toward Tesla. The advent of Tesla's robo taxis, equipped to scale rapidly due to their existing fleet of suitable vehicles on the road, presents a compelling challenge to Whimo. Tesla's technological advantage lies in its capability to deploy software updates across millions of already operational vehicles, a feat inconceivable for Whimo.
Daniel emphasized the potential disruption that Tesla's robo taxis could create. While Whimo is witnessing a meteoric rise in paid rides—from 10,000 in August 2023 to over 250,000 within a year—it's clear that Tesla's capacity to manufacture vehicles en masse could lead to an entirely different scale of competition.