As Tesla readies for launch, Alex Roy inspects the economics behind the robotaxi business model episode artwork

EPISODE · Jun 15, 2025 · 49 MIN

As Tesla readies for launch, Alex Roy inspects the economics behind the robotaxi business model

from Shift: A podcast about mobility · host Automotive News

From his time inside a robotaxi startup, Alex Roy knows what it really takes to build a business around self-driving technology.The venture-capital partner, business advisor, podcast host and founder of the Human Driving Association examines Tesla’s pending robotaxi launch in Austin, Texas, and discusses whether robotaxis can become a profitable business.He further discusses the capability of Tesla’s “Full Self Driving” software, considers Waymo’s head start and details the four companies he believes have the potential to become long-term leaders in automated driving.

Episode metadata supplied by the publisher feed · Published Jun 15, 2025

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As Tesla readies for launch, Alex Roy inspects the economics behind the robotaxi business model

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