As Tesla readies for launch, Alex Roy inspects the economics behind the robotaxi business model

15/06/2025 49 min
As Tesla readies for launch, Alex Roy inspects the economics behind the robotaxi business model

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Episode Synopsis

From his time inside a robotaxi startup, Alex Roy knows what it really takes to build a business around self-driving technology.The venture-capital partner, business advisor, podcast host and founder of the Human Driving Association examines Tesla’s pending robotaxi launch in Austin, Texas, and discusses whether robotaxis can become a profitable business.He further discusses the capability of Tesla’s “Full Self Driving” software, considers Waymo’s head start and details the four companies he believes have the potential to become long-term leaders in automated driving.

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