$TSLA , Robotaxi's: Tesla is playing a different game

TradingView2026/05/06 14:45

By:TradingView

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LightSource AI CEO Spencer Penn:

Waymo LLC is winning robotaxis today

~500k paid rides/week, fully driverless, strong safety record

Tesla Inc. still in pilot mode

~240 robotaxis, most with safety drivers

But:

Tesla is playing a different game

sub-$30K Cybercab → radically lower cost

8.5B miles + data flywheel

integrated consumer + robotaxi model

Waymo leads now, Tesla could win on scale and economics later

Still fully long , trade had a strong start.

Sticking with the position as long as structure holds, letting it play out.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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$TSLA , Robotaxi's: Tesla is playing a different game

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