Brett Winton
@wintonARK · Aug 19, 2024
well-summarized by Sam
generally I think that people underestimate the operational complexity of Uber's model relative to Tesla's positioning.
Recruiting drivers, qualifying in cars of varying quality, trying to QC, appropriately incentivize, and retain drivers, spinning up the
Sam Korus@skorusARK· Aug 16, 2024Thoughts on where people mess up comparing the difficulties of the uber/lyft rideshare model and a theoretical robotaxi model:
Common claims:
1)people underestimate the cost and complexity of getting drivers
2)drivers won't offer their car to the robotaxi fleet
3)peak demand
Elon Musk
@elonmusk
Yeah
02:46 AM · August 20, 2024 · 41.4K views
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