Self Driving Robotaxis (TSLA/GOOGL/UBER/LYFT/MBLY/GM)
- Occam has been surveying Waymo riders on topics such as safety, cost, comparisons with Uber and Lyft, and overall satisfaction, offering insights into user experiences with robotaxis and the potential for their expanded adoption.
- According to Occam, while most riders feel safe after their Waymo rides, 23% still report feeling unsafe—an improvement from 29% earlier this year.
- At this week’s ‘We, Robot’ event, Tesla unveiled the Cybercab, which Elon Musk expects to launch in 2026 or 2027. Musk also stated that unsupervised Full Self-Driving (FSD) will roll out in Texas and California next year, though he acknowledged his timelines tend to be ambitious.
- The evolution of the debates over robotaxis and autonomous driving have significant implications for industries like transportation,logistics, and insurance. Occam closely monitors consumer sentiment and engagement with these technologies, providing investors with insights to identify trends and assess their potential for future adoption.
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