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In today’s episode, I’m speaking with Farzad Mesbahi, a former Tesla employee, a longtime Tesla investor and popular Tesla YouTuber. We get into why Farzad has become such a well-regarded voice in the Tesla community, how he thinks about the broader Tesla ecosystem, and how public perception has shifted over time. He also walks through a few interesting Tesla stats and facts, along with some of the more common criticisms the company faces.

We then dive into the latest on Tesla’s Robotaxi efforts — what we know, what’s still unclear, and how the rider experience differs from what companies like Waymo offer today. Farzad breaks down where Tesla’s autonomy approach may have advantages, how he thinks about Tesla’s safety profile, and whether Waymo is still ahead. We also compare both companies’ deployment strategies and discuss whether pricing even matters at this stage of the robotaxi rollout.

We wrap up with Farzad’s thoughts on the rest of the AV landscape beyond Tesla and Waymo, how he sees competition evolving, and his final outlook on where autonomy is headed.

Chapters

(00:00) Introduction to Farzad Mesbahi

(04:10) Why is Farzad considered knowledgeable about Tesla?

(05:25) The larger Tesla ecosystem and public perception

(07:35) Interesting Tesla stats/facts

(13:00) Some criticisms of Tesla

(14:40) The latest on Tesla’s Robotaxi

(18:00) The Tesla Robotaxi rider experience vs Waymo’s

(19:13) Advantages of Tesla’s autonomy approach over Waymo’s

(20:46) Quantifying Tesla’s safety profile

(24:03) Is Waymo ahead of Tesla?

(26:15) Thoughts on Tesla’s Robotaxi deployment approach vs Waymo’s

(32:25) Is pricing important at this stage of robotaxi rollout?

(35:05) Thoughts on other AV players apart from Tesla and Zoox

(40:30) Conclusion and final thoughts

Notes/Links:

* Farzad’s YouTube Channel (link).

* Farzad’s Website (link).

-Harry

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