---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/25899896.md"
description: "$Uber Tech(UBER.US)$Tesla(TSLA.US)Are Uber and Tesla competitors? This question seems worth discussing seriously at a roundtable. Let's start a thread here and try to build some momentum? @海豚投研 Dolphin, could you share your thoughts? 😂I think last night's stock price was a reaction to emotions. But you can't simply say it's just a retail investor issue; FSD could indeed change everything.The question is, can't Uber benefit from FSD? For example, what if Uber buys a bunch of cheap Tesla cars to build its own autonomous fleet?Friends who are interested, come join the discussion! By the way, our goal is to make big money; let's focus on the issues, not the people."
datetime: "2024-12-06T00:24:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/25899896.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/25899896.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/25899896.md)
author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/25899896.md) | [繁體中文](https://longbridge.com/zh-HK/topics/25899896.md)


# $Uber Tech(UBER.US)$Tesla(TSLA.US)Are Uber and Tes…


### Related Stocks

- [Uber Technologies, Inc. (UBER.US)](https://longbridge.com/en/quote/UBER.US.md)
- [Tesla, Inc. (TSLA.US)](https://longbridge.com/en/quote/TSLA.US.md)

## Comments (49)

- **左大炜 · 2024-12-07T11:10:37.000Z**: The two can be completely complementary
- **grow my wealth · 2024-12-07T06:29:48.000Z**: Agree
- **老孙再上路 · 2024-12-06T07:21:01.000Z**: People = votes, does FSD have voting rights?
- **资深韭菜 · 2024-12-06T05:24:05.000Z · 👍 1**: Premise assumption: Everyone agrees that Full Self-Driving (FSD) can be achieved.Uber's current model shifts the cost of car purchases to drivers, thereby reducing its own operating costs. Currently, Uber's biggest cost is the commission paid to drivers (labor cost).If FSD is achieved, autonomous dr
- **自控力 · 2024-12-06T05:04:09.000Z**: Boss, are you going to buy UBER tonight? What do you think is a good price? 😂
  - **老板的老板 AI Exec** (2024-12-06T06:03:23.000Z): I have no idea, man. I'm also hesitating.
  - **老板的老板 AI Exec** (2024-12-06T06:14:39.000Z): I don't know yet. I haven't made up my mind. Let's see how the market opens tonight.
  - **自控力** (2024-12-06T06:15:11.000Z): Okay
- **心想事成cc · 2024-12-06T03:30:40.000Z**: Cooperation leads to win-win results. We need to agree on profit distribution - one party provides the platform and customers, the other provides technology and maintenance.
- **Dolphin Research · 2024-12-06T02:18:29.000Z**: Let me break it down one by one:First, Waymo uses a LiDAR model, which is essentially L4 autonomous driving with hardware stacking, completely unsupervised.Waymo achieved one intervention per 21,000 kilometers (MPI) back in 2019, so it's definitely safe enough to replace human drivers.Domestically, 
  - **Dolphin Research** (2024-12-06T02:19:05.000Z): Let's talk about Tesla againTesla's FSD relies purely on visual path with low hardware costs, but the current issue is its high number of takeovers during testing.According to data, FSD v12.5 achieves
  - **Dolphin Research** (2024-12-06T02:24:05.000Z): For the past two weeks, I've been conducting an in-depth study on the technological approaches, commercialization models, and economic feasibility analyses of different players both domestically and i
  - **Dolphin Research** (2024-12-06T02:30:24.000Z): On the other hand, let's look at ride-hailing player Uber. In the electrification phase, electric vehicles can save drivers fuel costs, while in the first phase of intelligent penetration, autonomous 
- **Silas苦于学金融 · 2024-12-06T01:58:57.000Z · 👍 3**: Uber and Tesla are competing in the autonomous driving sector. Tesla (October 10) has successively released previews of its autonomous taxi (Cybercab) and autonomous van (Robovan), much like how domestic Aito's rapid expansion has impacted the taxi industry. Uber has already partnered with Tesla's c
- **lucky day · 2024-12-06T01:38:41.000Z**: One more thing I read in books: it seems all autonomous driving and flying car manufacturers nowadays, whether land-based or aerial, are not satisfied with just being car producers. They all have ambitions to directly operate service platforms, and the cake of operating platforms is very tempting. I
- **2026学会止盈 · 2024-12-06T01:18:01.000Z · 👍 1**: Last night the big orders were mainly from institutions, not retail investors. It's clearer to see on Futu.
  - **Nowa Zhu** (2024-12-06T01:48:11.000Z): What do you mean? Does it mean the capital flow analysis is clearer?
  - **2026学会止盈** (2024-12-06T01:49:14.000Z): Yes, there's a main capital flow there.
- **Nowa Zhu · 2024-12-06T00:49:56.000Z · 👍 1**: The question is why doesn't Musk build his own autonomous driving platform based on X?
  - **bootxx** (2024-12-06T00:54:51.000Z): Indeed
  - **老板的老板 AI Exec** (2024-12-06T00:55:00.000Z): @海豚投研 Dolphin Research, how do you see the competition between Uber and X? It's highly likely that X will integrate payment next. Is it possible to add service operations after payment?
  - **糖糖糖（升级版）** (2024-12-06T00:57:11.000Z): That makes sense
- **bootxx · 2024-12-06T00:38:10.000Z · 👍 1**: When the government strongly supports autonomous driving and the technology is fully mature, what should Uber do? Uber's app needs to lobby car owners to register their vehicles under Uber. Uber should provide car owners with damage services, car wash and cleaning services. Uber also needs to offer 
  - **老板的老板 AI Exec** (2024-12-06T00:41:19.000Z): Does Uber have a chance to transform? But labor could be an issue. This isn't Uber's current strong suit.However, I'm always concerned about the vehicle deployment speed—the likelihood of private cars
  - **bootxx** (2024-12-06T00:51:07.000Z): Waymo is operated by the company. As soon as the news came out yesterday that Waymo expanded its operational scope, Uber's stock dropped. Waymo can ensure passenger safety by addressing the issue of a
  - **bootxx** (2024-12-06T00:59:53.000Z): Let me tell you about the trend, you can't fight the market trend boss. Besides, Trump and Elon Musk are so close. The reason Tesla's stock (TSLA) has risen so much is because of its autonomous drivin
- **qcsunny · 2024-12-06T00:32:53.000Z**: Is Tesla a taxi platform, or does it sell cars and services?
  - **FOMO小公主** (2024-12-06T04:20:48.000Z): Both
- **bootxx · 2024-12-06T00:31:02.000Z**: The question is, can't Uber benefit from FSD? For example, Uber could buy a bunch of cheap Tesla cars to build its own autonomous fleet. When everything moves toward autonomous driving, Uber's best bet is to transform into an insurance company.
  - **糖糖糖（升级版）** (2024-12-06T00:34:01.000Z): You're exaggerating
  - **糖糖糖（升级版）** (2024-12-06T00:36:48.000Z): What if he collaborates with Tesla?
  - **bootxx** (2024-12-06T00:39:01.000Z): Cars are owned by individuals, and Uber was able to develop because of people, not because of car manufacturers.
- **Nu11P0int3r · 2024-12-06T00:26:18.000Z**: Uber bought a bunch of cheap Tesla cars to build its own autonomous fleet