Brett Winton
@wintonARK · 10 oct. 2024
Robotaxi unit economics are highly sensitive to manufacture cost, maintenance, energy efficiency, and utilization rate.
On expected CyberCab specs, head-to-head versus Waymo's expected new car specs, Tesla could clip ~60% gross margins while denying Waymo any gross profit.
Elon Musk
@elonmusk
Tesla has economies of scale and a technology architecture that make it extremely difficult (unless I’m missing something major) for others to compete
21:52 · 10 octobre 2024 · 205,1 k vues
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