Rani Molla

Enjoyed contributing to this piece by @ranimolla on @sherwood_news, diving into the unique pricing window we’re seeing with robotaxis right now 🚗🤖 It does feel a lot like the “millennial lifestyle subsidy” era—when services like Uber and Lyft were super cheap thanks to VC funding—and we might be seeing a similar playbook unfold again 👀 A few highlights: 💸 Robotaxi rides are still relatively cheap compared to traditional rideshare, especially when you factor in the premium experience—and the fact that you don’t have to tip a robot 📉 Even though AV costs are expected to keep dropping, prices today already feel lower than they should be ⚙️ Data shows the cost to operate these vehicles per mile is already competitive (or cheaper): Waymo at $1.36/mile, Tesla Robotaxi at $0.74/mile, vs ~$1.71/mile for traditional rideshare ⏳ We’ve also started to see prices creep up over the past couple months… but even with that, rides are still pretty affordable… for now

🤖📑 It was great contributing to this insightful piece by @ranimolla on @sherwood_news, digging into where Tesla and Waymo really stand in the autonomy race 🚗🤖. A couple of highlights: ⚡ It’s not exactly a head-to-head competition yet — Waymo is running paid driverless trips, while Tesla still isn’t truly autonomous since it relies on safety monitors in TX and safety drivers in CA. 🤔 The big question with Tesla’s bottom-up approach is whether (or when) the tech will fully work. If it does, things could get really interesting for Waymo because Tesla already has so many cars on the road. And they can produce 5k cars a day! (vs Waymo’s entire fleet of just 2,500)