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Tesla Project Celeritas - The Robotaxi GamePlan - Tomorrow Starts Today! (Patreon)

Published:

2025-06-30 23:38:37

Imported:

2026-06

Tags:

Disruption Future Robotaxis Tesla

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I tried making a video where I "think different" to find things others did not. I found a few threads and realized it was about to be a good video. But pulling on the threads revealed much more.

If you think robotaxis are big, think bigger. Much bigger.

I'm calling Tesla's robotaxi project "Project Celeritas" That's the speed of light - the c in Einstein's E=mc^2. Here it stands for ultimate speed and huge growth. I was never more bullish in my life

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🎉Tesla Project Celeritas - The Robotaxi GamePlan - Tomorrow Starts Today!

Ad free for patrons Tesla just launched its robotaxi service with a handful of Model Ys and a $4.20 flat fare. With Waymo's fifteen hundred cars handling over 250,000 rides per week, analysts think Tesla will find it hard to compete. But tesla isn't trying to compete. They are busy rewriting all the rules. 00:00 - Intro 01:52 - Preface: Sawyer, Herber, John Walk Into a Bar 03:51 - 1. The Threats We Are Blind To 04:48 - ...1A. The Waymo Wall 09:23 - ...1B. The Uber Riddle 11:39 - ...1C. Bottom Line 12:24 - 2. Cracking the Uber Riddle 13:33 - ...2A. Driver Retention 13:52 - ...2B. Customer Acquisition 14:55 - ...2C. Driver Legal Battle 15:27 - ...2D. Failed Innovations 15:56 - ...2E. Lower Insurance Overhead 16:47 - ...2F. Hidden Driver Economics 18:04 - ...2G. Bottom Line 18:31 - 3. Breaking the Waymo Wall 18:38 - ...3A. Surge Pricing 19:49 - ...3B. The Effect of Scale 20:46 - ...3C. The Scaling Problem 22:51 - ...3D. Unique Expenses. 23:48 - ...3E. The 20 Cities Fallacy 26:19 - ...3F. Bottom Line 26:57 - 4. Celeritas Foundations 27:40 - ...4A. Robotaxi Pricing 30:06 - ...4B. Others Can’t Do This 30:59 - ...4C. Market Forces 32:18 - ...4D. RIP Surge Pricing & Tipping 33:43 - ...4E. Wait Times 35:46 - ...4F. Safety Revolution 36:35 - ...4G. Driver Cancellations 37:01 - ...4H. Small Talk 37:33 - ...4I. Bottom Line 37:59 - 5. Celeritas Phase1: Controlled Invasion 38:04 - ...5A. Exponential Deception 38:59 - ...5B. The Triggers 40:32 - ...5C. Austin BOOTCAMP 43:54 - ...5D. Controlled Exponential Growth 45:52 - ...5E. New Car 46:38 - ...5F. Geographic Expansion 47:36 - 6. Celeritas Phase2: Blitzkrieg Mode 48:25 - ...6A. Fleet Evolution Strategy 49:13 - ...6B. Support System Evolution 49:58 - ...6C. The X Factor 51:44 - 7. The Price War Tesla Can't Lose 52:53 - ...7A. $4.20 is Profitable 54:42 - ...7B. Driver Exodus 55:31 - ...7C. Off-Peak Collapse 56:08 - ...7D. Back to Carpooling 56:31 - ...7E. Bottom Line 56:48 - 8. The Future Tesla Is Building