I Went to CES for the Robotaxis. I Left Convinced of Waymo's Lead.
Key Points:
- Lloyd Lee, reporting from CES, highlights that while many companies are developing robotaxi technology, Waymo appears significantly ahead in both technology and operational scale, despite ongoing financial challenges.
- CES showcased impressive advancements in automobility, with Hyundai Motor Group demonstrating cutting-edge autonomy tech including EV charging, robotaxis, and humanoid robots like Boston Dynamics' Atlas.
- Lee emphasizes that beyond autonomous driving technology, building a profitable robotaxi business requires effective fleet management and scaling, areas where many competitors lag behind Waymo.
- Industry experts predict that automakers will tailor levels of vehicle autonomy to customer needs rather than universally pursuing full autonomy, with emerging technologies like humanoid robotics, AI, and software-defined vehicles expected to converge.
- The










