- Uber’s CEO wants to work with Tesla on Robotaxis. But Tesla wants to go alone.
- Uber partners with Waymo in Austin and will compete with the independent Tesla car platform.
- Analysts suggest that Tesla may need Uber or Lyft to expand Robotaxi operations.
Uber CEO, Dara Khusushhahi, said he wants to work with Tesla on robotics – although the electric vehicle maker is not interested now.
“At this stage, they want to build it on their own,” Khosroshi said in an interview with Bloomberg at the Future Investment Initiative conference in Miami on Friday. “Life is long, but we would like to share with them.”
Khosrowshahi added that the alphabet -owned Waymo, who will compete with Tesla in the market of independent vehicles when it is launched in the city.
Earlier this month, Uber said it opened a “interest list” for Austin users who want to be the first to try Waymo Robotaxis on the Uber app. Tesla unveiled her robots, called Cybercabs, in October. They are expected to be launched in June in Austin.
Khusroshi’s comments came on Friday about a week after he said he hoped that Tesla would work with Uber.
In an interview published on February 14, Josesarhahi said: “No one wants to compete against Tesla or Elon, if you can help him.”
The door is open to Tesla
Musk has already said that Tesla will create its own ride platform-an intersection between Uber and Airbnb-passengers to connect a driver without a driver. Although part of the fleet will be owned by Tesla, the individual Tesla customers will also have the option to add their cars.
Despite these plans, Khusrushi’s statements indicated on Friday that he was ready to keep the door open to partnership with Tesla.
“It is a great logical matter,” said Tesla drivers to use Uber as a platform. “What we come to is the demand for the Environmental system when the demand is often completely variable.”
Analysts also confirmed this.
In a note published on the day when Cybercab was revealed, Jefferies analysts wrote that Tesla May is struggling without a partner like Uber or Lyft.
Analysts wrote that Tesla “is likely to weaken obstacles that prevent the scaling of the Robotaxi fleet” such as technology, asset ownership, organization, fleet management and demand needed to operate a widespread operation. “We also believe that TSLA can struggle to expand the scope of fleet operations without submitting access to Uber/Lyft.”
Independent analyst Dan Odod, A Previous musk critic, He said that the contradiction between Tesla and robotics like Waymo was “Stark”.
He said in a note at the time: “Until Tesla Robotaxis transport 100,000 paid customers per week around major American cities like Waymo, Tesla Robotaxi is nothing more than the latest fictional work that came out of the Warner Bros.
Investor pressure
Uber has faced pressure from investors to increase its autonomous car strategy, and shareholders have closely monitored developments with self -driving competitors.
In December, Uber’s share decreased by 10 % after Waymo announced its expansion in Miami – without uber.
In some cities, such as Austin, Phenix and Atlanta, Rides Waymo is only available on the Uber app. In Los Angeles and San Francisco, Waymo has its own reservation platform.
Days after Waymo expansion news, Uber’s shares decreased approximately 6 % when its partner AV, Cruise announced that it closes operations.
In the wake of the news of the cruise, the financial head of the passenger platform, Prashantra-Rajah, tried to suppress investor fears. He said that the company was in a good position to be again to order AVS and that it still believes that AVS is necessary for its growth.
Besides Waymo, Uber has self -driving partnerships with the largest competitor Tesla, Chinese EV BYD, and with AV Aurora Innovation.
Uber’s shares rose more than 30 % so far this year.
