IPOMay 12, 2019
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The real irony in Uber IPO

Upon IPO, Uber employees will be able to afford Tesla. Many will buy it. The irony is Tesla is Uber’s biggest existential threat. From Autonomy Day presentations we learned that their self-driving is way ahead of everybody else including Uber. Personally I largely agree with what they said, especially Elon’s trashing of lidar and HD map. But even if we discount their prospects (some might say there is too much Muskian confidence baked in), they will still be a formidable competitor to Uber. By buying Tesla Uber employees will be helping Tesla - of course only in a small way, but help nonetheless. One can argue that this can be offset by the possibility that those in Uber self-driving division will learn a thing or two in the process.

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Amazon ehuuS May 12, 2019

Where you work doesn’t define your life. A few hundred Tesla’s is not gonna make an impact

Salesforce lembun May 12, 2019

Most were able to afford one before the IPO..

Uber zhdbwb May 12, 2019

Imagine believing Musk at his word

Facebook Instagrаm May 12, 2019

From their autonomous day we learned they’re really good at bullshitting everyone with tech specs and faking till they make it. Even though I‘m Uber’s hater no1, we should multiply Elon’s timeline by a factor much greater than one.

Tesla AnlD52 May 12, 2019

At tesla we have already achieved L5 self driving. The end is near for uber as we will have their whole market share.

Facebook shsgsa May 12, 2019

Lol

Quantcast HEE468 OP May 12, 2019

Is your name Elon ;)

Uber suuuuuuup May 12, 2019

Lmao what

Apple Saut84 May 12, 2019

Can’t believe people still think Tesla is still even in the self driving game!! They are simply not, they simply do not even have resource to do that, and they are just make a driving assistant system!!

Quantcast HEE468 OP May 12, 2019

Who then in your opinion are in the game? And what are your data points? We have many engineers here, so let’s don’t just throw rhetoric around. Instead let’s get some important details.

Facebook rheirjrurv May 12, 2019

I think Tesla is closest in making self driving a reality. The rest of the folks are busy driving test cars around, while Tesla is making cars on the road more and more autonomous. They’re even launching full self driving this year. As a consumer, Tesla has the best self driving tech out there that’s accessible to me.

Cisco Lkng4rnwjb May 12, 2019

I see Tesla is far ahead in the autonomous game. The reason being Tesla own end to end entity means car (all mechanical stuff) , software , hardware , maps , information infrastructure means car connected to internet through its at&t partnership. All other autonomous competitors are mainly software companies trying to align with other car vendor so to align software with mechanical maneuver means aligning specs of each other which Tesla doesn’t face. Also we have seen Musk achievement in space He started so late in space but now he is at Par with NASA ( I might be wrong but that what I read from internet )

Cruise Automation sl1msh4dy May 12, 2019

Obviously i may be biased, but GM Cruise has its own hardware too and a production line in Detroit ready to pump out AVs.

Uber 2muchblind May 12, 2019

Elon also said they would have “full self driving” capability in August of 2018. It’s still not here yet (only supports on-ramp to off-ramp).

Tesla AnlD52 May 12, 2019

Its past that lol

Uber 2muchblind May 13, 2019

According to whom?

Google envelope May 12, 2019

I also think Tesla will win the Robo-taxi race. Massive data collection with hundreds of thousands of cars feeding training data. No other company, Waymo, Uber, Cruise, etc can compete with that type of data at scale. L5 self-driving can only be reached by accounting for the long tail risks. Think scenarios that occur 0.00001% or less. You don’t get that with 1000 car fleet or even 10,000 car fleet. Whether it’s 2 years away or 7. Tesla is in the best position to get there first. I understand many people no longer believe Elon’s predictions, but it’s a matter of when, not if. With a Robo-taxi fleet, the company is destined for a 1 trillion dollar market cap. And while more are short, I will continue to accumulate.

Cisco Lkng4rnwjb May 12, 2019

Perfect you nailed it Tesla might not make autonomous car next year but in the race they are really far ahead

Facebook Ubеr May 12, 2019

Not all cars have the right equipment and there are limits to how much fancy data you can download off of the cars. Also, generally getting a pretty shitty feel from the quality of software on the car. It is still the best car there is (I have one), but I don’t see Tesla pulling this off in next 5 years at least.