Brett Winton
@wintonARK · Oct 10, 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
09:52 PM · October 10, 2024 · 205.1K views
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