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nextbigfuture
@nextbigfuture
Brian Wang | NextBigFuture: Deep Tech Insights on AI, Drones, Space, Energy & Investments | Proven prediction track record (Metaculus rank 8)
加入 May 2008
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Florida and the artifact of low sampling of robotaxi rides. Instead of 38 Tesla robotaxi in Florida it is likely 75 to 140. Houston, Tampa, Miami and Orlando should have about the same number of Tesla robotaxi. They had similar geofence size (until Houston expanded) and were giving similar rides and miles each week. I estimate 1155 to 1220 Tesla robotaxi in Texas and Florida. There are 1080 registered Tesla robotaxi in Texas.Actually, the three Florida cities each had more rides and miles than Houston the last few weeks. $TSLA @tesla_robotaxi @elonmusk If the robotaxitracker data was accepted at face value then 5626 miles of paid robotaxi rides was given by zero active Tesla robotaxi. Tampa has 129 logged rides and 25 identified cars Orlando has 20 logged rides and 8 cars and Miami has 10 logged rides and 5 cars identified. Houston had a 30 square mile geofence before the jump to 250 miles. It has 940 logged rides and 42 identified vehicles, In July a surge to 25000 miles per week but the last 2 months about 4000-5000 miles per week. The last two to three months had less per week miles than each of the Florida cities. The more miles in each florida city indicates more active vehicles. 35-50 vehicles makes sense. They are more active than Houston. No reason to believe all vehicles in service are identified in Houston. The Geofence area of the four cities was about the same and weekly unsupervised miles was about the same. The difference was the logged rides. It is impossible for Miami to identify active in last 30 day cars via crowdshared logged rides. Because no rides were logged in the past month. But 20,000 miles and 7000 rides were given. Orlando has logged 6 rides in the last month. Obviously, the crowdsourced robotaxitracker cannot identify many new cars in Orlando if only 6 rides were recorded in a month. Tesla’s latest reported unsupervised (driverless) miles are in the same range for all three: Miami: ~5,626 miles/week (46,262 cumulative through Oct 18) Orlando: ~6,008 miles/week Tampa: ~6,131 miles/week The logical deduction is that there are 25-40 vehicles in all three florida cities.
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