If Tesla’s Robotaxi Miles Keep Compounding at 20% a Week, the Math Gets Interesting Fast

Tesla just passed Waymo in Austin in weekly driverless miles.

The Core Event

If its recent 20% weekly growth holds, it passes Waymo nationally in roughly 11 weeks and is doing the volume of Uber + Lyft across three Texas metros by mid-February.

Key Facts

The accumulating unsupervised miles are already large enough to start answering the safety question versus humans and versus Waymo.

Context & Significance

If its recent 20% weekly growth holds, it passes Waymo nationally in roughly 11 weeks and is doing the volume of Uber + Lyft across three Texas metros by mid-February.

Outlook

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