Part 6/8:
While some investors see low probability bets on the launch of the robo taxi service as an opportunity, caution is advised. It's emphasized that Tesla must prioritize safety and effectiveness over a rushed rollout. Indeed, as shared by various panel members discussing the topic, the consensus leans towards a preference for thorough testing, even if it results in delays beyond the initial timeline.
Historical Context: Comparing Tesla and Competitors
The discussion also included a historical overview of similar companies, such as Waymo, which have taken years to establish operational stability and market presence. Tesla's expectations for speed and efficiency in its launch are not in line with this historical context — imposing undue pressure was deemed unwarranted and unrealistic.