CTesla's robotaxi is heading out of Austin.
MExpanding already? Where to?
CDallas, next month. TechCrunch says Tesla confirmed it on their earnings call.
CThe two-seat Cybercab, no steering wheel, no pedals. Just get in and it goes.
MSo the Austin test is going well enough that they're ready to scale?
CThat's what it looks like. And here's the part I find interesting.
CTesla's VP says customer deliveries start end of next year.
MSo a private person can actually buy one.
CYes, but Musk says most Cybercabs stay in Tesla's own fleet.
CThey're running the ride-hailing service themselves.
MThat's the smart play. They keep the revenue per mile, not just the sale price.
CExactly. Why sell a robot that earns money for someone else when it can earn for you?
MBut here's my question. Dallas traffic is not Austin traffic.
MThe highway interchanges alone are a different beast.
CThat's fair. But the fleet's been racking up miles in Austin for months now.
CThey must have the data to feel confident going to a bigger city.
MOr they need a bigger city to prove the economics work. Austin's a tech town, people wave at a robotaxi. Dallas will actually test it.
CFair point. Fatigued commuters on the 635 will be the real judges.
MAnd the customer delivery story is still a year away. The real business is the fleet.
CIt's a software company running a transportation network. It's not really a car story in the classic sense.
MTell that to the people who still want a steering wheel in their Tesla. Different product entirely.
CThey're bifurcating. Cars for humans, pods for the network.
MSpeaking of the classic car business, Rivian's making a small cut.
CYeah, reports saying about 200 people let go. That's one and a half percent of the staff.
MTechAmerica framed it as 'EV market facing growing pressure.'
CI should say we haven't confirmed that framing. The layoffs themselves are consistent with reports.
MRight. And a one and a half percent trim is not a market panic. It's a company tightening.
CBut I do want to push back. Rivian's not selling a steering-wheel-less future yet. They're still trying to get the R2 out the door profitably.
MSo every dollar they save now goes into that launch.
CExactly. This isn't weakness. It's focus. The R2 is their moment.
MThough when a company announces a one and a half percent cut and the story reads 'EV pressure,' you can see the narrative.
CTwo hundred people out of fourteen thousand. It's a rounding error.
MUnless you're one of the two hundred. Then it's everything.
CFair. But the story is not 'EVs are dying.' It's one company being lean.
MLet's check back when Rivian posts quarterly numbers. That'll tell us more than headcount.
CDifferent world entirely. A car dealership in Adelaide is asking people which EV they'd buy.
MThe list is Tesla, BYD, MG, Kia. The usual suspects.
CAnd to be honest, the post is just engagement bait. What's your pick, tell us why, drop a comment.
MBut it does tell you where the market's going. Adelaide, Australia, not exactly Silicon Valley.
CAnd the question is a real one for people. Range, price, tech, style. Which do you actually care about?
MMost people answer with price, but they'll stretch for style or tech. Every car company knows that.
CI'd go with the BYD Seal. The price-to-range ratio is hard to beat right now.
MAnd you trust the Chinese software stack? Because I don't.
CI trust the battery. The software gets updated.
MWe'll have to agree to disagree on that one. But the takeaway is EV choice is now normal, even in Adelaide.
CAgreed, that's the market talking.
MNow, before we wrap, here's something from Hacker News that's more about software than cars.
CThe Danish government quietly dropped its plan to move away from Microsoft Office.
MThey'd announced a digital sovereignty push. Get off the big tech stack, run your own tools.
CAnd then they found out how hard it is to actually replace Office in a government.
MOne commenter put it bluntly: no matter how good the alternative is, the users are going to need the real thing to work with the rest of the world.
CIt's one thing to announce sovereignty. It's another to train thousands of civil servants on new software.
MThe markets moved, the documents didn't.
CAnd that's the thing. The technical switch is easy. The social switch is the hard part.
MThat's a story that applies way beyond Denmark. Any company that's tried to leave Microsoft or Google knows the pain.
CAlright, that's a wrap for this segment.
MWe'll be back with Tech Tonight right after this. It's been a good one.