Name: Tesla Launches Robotaxi Service
Uploaded: 2025-06-25T02:55:22.000Z
Duration: 5 min 39 s
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What did you make of the initial rollout.

Adverbs of degree

Well it's very exciting to have another big player in the mix.

As I'm sure many folks know Waymo has been active in the market for at least 20 months with commercial service.

And so it's a pretty big development to have Tesla now delivering fully autonomous vehicle service.

There's a lot of hopes and prayers based on where this technology takes us in your mind's eye.

Regina how will we see the rollout in Austin be picked up by other cities.

Is it putting on others in terms of their regulatory environment.

Well San Francisco has been in operation for over 20 months.

But Waymo then very quickly began expanding into Los Angeles Austin Phoenix Atlanta with partnerships with Uber and Miami and coming up next year.

And it is putting extreme pressure on cities to really catch up and build their digital infrastructure so they can communicate with these vehicles and make sure that these rollouts occur safely.

Because in the case of Waymo they've grown very very quickly in the San Francisco market.

And populous is all about that communication right.

Just tell us about what are the learnings.

So that's the states and the cities that are watching Austin in particular in Texas do this.

What do you think that they need to learn.

What is it that Waymo and Tesla need to do more efficiently to ensure that streets do remain safe.

Well many cities are building digital infrastructure to begin preparing for the future of mobility.

We work with cities to help them manage shared mobility.

So micro mobility shared scooters services like Lyman Bird.

They actually do need to digitally communicate with cities and cities can digitally communicate back.

They can share parking policies no ride policies.

And these same exact policies are really important for services like autonomous vehicles whether or not there are major events occurring or protests.

And cities need to close roads for emergencies all the way to basic planning services like making sure there are enough pickup and drop off zones in a city.

To this point you talk about mobility data specification MDS.

This is basically the establishment of open source standard that's already in place.

How quickly do you think these companies private companies have been willing to adopt this to be able to share their data and get the data in return.

Well we saw with micro mobility the transition happened very very quickly.

Cities were more prepared after having experienced Uber and Lyft in cities to put down some regulations that required mobility operators to share data in the case of scooters.

So it happened within the course of a few months to a year.

Almost every city in America and now around the world requires data from those operators through that mobility data specification standard.

And standardization makes it easy for those large operators to then turn on data feeds in cities from Redwood City all the way to New York City.

And so we delivered data through our platform using that data standard.

And with larger operators like Uber Lyft Waymo is having a little bit more resistance.

But what we've seen is that when cities have put down policies that require that data sharing they are often able to get operators to comply.

Maybe there are some battles here and there with states in terms of who who's in charge.

But we've seen cities prevail on that front in terms of data sharing in the shared mobility space.

So it's kind of they're having to deploy the stick attitude here rather than the carrot of saying like here's the rules and regulations for you to ascribe by.

But talk us through the carrot because these companies will glean a lot if they get the data back from the city.

One they'll be able to operate more efficiently if cities are able to then carve off the space that they need in order to do really efficient pickups and drop offs.

We've seen for example with the surge of delivery you have UPS and FedEx trucks that really don't have the space that they need for the volume of delivery that we experience in cities.

I believe you know there are a lot of conversations around bureaucracy and how governments can sometimes move slowly.

It's really important for cities to be able to have data in order to facilitate making change more quickly.

And we've seen when operators share data with cities cities are able then to respond much more quickly to create the space that they need to run efficient services.

I mean mobility is slowly slowly then all at once.

I mean it's extraordinary to think how we all have access to an electric bike on electric scooters now in most cities and the way in which we sort of expanded the catchment areas.

How quickly do you think that adoption will be replicated when it comes to actually not having someone in the front of the car and steering the vehicle.

The growth of Waymo in San Francisco has been pretty incredible.

They only launched their widespread commercial service that anyone could sign up for about 18 months ago.

And now they have more than 27 percent of the market.

And so I would anticipate that we'll see similar rapid adoption of other AV services in other cities because people enjoy the service.

Some data shows that people are willing to pay over 20 dollars an hour for Waymo versus just over 15 dollars for an Uber.

So I expect we'll see pretty rapid adoption in other major metros as well because we get a humorous price point of four dollars 20 coming from Musk's company.

Well I think that you know Tesla is is catching up on that front.

They do have an in a brand that's interesting.

And so there are definitely people who really enjoy that experience who have been tired customers for a while.

And so we'll see how how their rollout is different from Waymo's and how quickly they're able to grow.