
Amazon launches Zoox its robotaxi answer to Waymo rival
CNBC Television
13,672 views • 1 month ago
Video Summary
Amazon's self-driving unit, Zuks, has officially entered the robo-taxi race with its public debut in Las Vegas. These vehicles notably lack a steering wheel and pedals, a feature that required special permission and caused delays. This launch, five years after a $1.3 billion acquisition, positions Amazon alongside other major tech players like Alphabet and Tesla in the autonomous vehicle market.
The current Zuks deployment is limited to free rides in Las Vegas, aiming to build public familiarity before a paid service is cleared by regulators. While Alphabet's Waymo is expanding significantly, tripling its San Francisco fleet and reporting high demand in Atlanta and Austin, Tesla's service remains restricted to specific areas with human supervisors and has experienced a somewhat bumpy public rollout of its robo-taxi app.
The underlying technology also varies, with Tesla relying on cameras and Zuks adopting Waymo's LiDAR approach, which has become more affordable. This launch signifies that robo-taxis are a long-term strategic play for big tech, emphasizing the importance of substantial capital, sustained effort, and broad platform reach over immediate profitability.
Short Highlights
- Amazon's Zuks, its self-driving unit, has publicly launched its robo-taxis in Las Vegas.
- These Zuks vehicles are purpose-built and operate without a steering wheel or pedals.
- The launch signifies Amazon's entry into the competitive robo-taxi market, joining Alphabet and Tesla.
- Alphabet's Waymo has a larger scale, with its fleet tripling in San Francisco and high demand in other cities.
- Technology approaches differ, with Tesla using cameras and Zuks/Waymo utilizing LiDAR.
Key Details
Amazon Enters Robo Taxi Race [0:00]
- Amazon's self-driving unit, Zuks, has officially launched its robo-taxis in Las Vegas.
- These cabs are public for the first time and do not have a steering wheel or pedals.
- This move comes five years after Amazon's $1.3 billion acquisition of Zuks.
- The initial footprint is small, offering free rides on the Vegas strip to build familiarity before paid service.
- The launch of a purpose-built robo-taxi, ditching the steering wheel, required special permission and led to delays.
This marks Amazon's significant entry into the autonomous vehicle space, providing a prominent showcase and a strategic market foothold.
This launch though really underscoring that this isn't just a flashy demo, but big tech telegraphing robo taxis as a long-term play where deep pockets, patience, and platform reach will matter far more than quick revenue wins.
Competitors in the Robo Taxi Landscape [0:46]
- Amazon's launch places another major tech company into the robo-taxi race.
- Alphabet and Tesla are also key players in this fast-growing field, betting on autonomy.
- Waymo is noted for its scale, expanding across the country and tripling its fleet in San Francisco since its last disclosure.
- Waymo's service is available through Uber in certain markets.
- A CEO stated that demand for driverless cars in Atlanta and Austin is already busier than 99% of human drivers, with consumers willing to pay a premium.
- Tesla's service is still limited to geo-fenced areas in Austin and requires human supervisors.
- Tesla's robo-taxi app opened to the public this month after a long invite-only period, but its debut was reportedly bumpy with spotty access.
The landscape is characterized by intense competition and varying stages of public availability and technological maturity.
Technology and Future Outlook [1:36]
- Tesla utilizes cameras for its self-driving technology.
- Zuks employs the same technology as Waymo, which is LiDAR, a technology that has become significantly cheaper.
- Elon Musk has previously dismissed LiDAR on technical and cosmetic grounds.
- The "toasters on wheels" are described as "kind of cute."
- The launch underscores that robo-taxis are a long-term strategy for big tech.
- Success in this field will depend more on deep pockets, patience, and platform reach than immediate revenue gains.
- Amazon has been thoughtful with its timing, entering the market later than Waymo.
- Waymo has a five-year advantage in operating driverless cars.
- Zuks' vehicle design, without a steering wheel or pedals, is a distinct feature.
- Tesla aims for a similar design but currently uses a souped-up Model 3.
- Waymo has navigated significant regulatory hurdles and technical challenges.
- Amazon is able to learn from Waymo's experience.
The future of robo-taxis is seen as a long-term endeavor requiring significant investment and strategic patience, with technological choices playing a crucial role.
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