# Tesla Robotaxi Day & the Competition’s Response Page: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/tesla-robotaxi-day-the-competition-s-response Text version: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/tesla-robotaxi-day-the-competition-s-response.md Podcast: [Motley Fool Hidden Gems Investing](https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621) Published: 2026-09-02T20:30:00+00:00 Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML8299583617.mp3 Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML8299583617.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/tesla-robotaxi-day-the-competition-s-response Duration seconds: 1097 ## Resource Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Tesla’s Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell’s Earnings- AI Momentum Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/tesla-robotaxi-day-the-competition-s-response/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/tesla-robotaxi-day-the-competition-s-response.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.