Tasha Keeney: Here's What The Cybercab Changes

Great breakdown from Tasha — the drop toward $0.15/mile on Cybercab by 2030 is the kind of step-change that actually moves the robotaxi math from theoretical to inevitable. The cost stack coming down that sharply on depreciation + energy is what changes the whole market. Thanks for putting this together.

@wholemars Love to hear a female impartial point of view. Not all women hate Elon Musk.

Don't sleep on the production efficiency here. For the same capital that buys 8 Waymo vehicles, Tesla can deploy roughly 55 Cybercabs. That's a real structural cost advantage.

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My thesis and comment on Solving the money problem. Before y'all bring up Uber & Lyft, they are software, they don't have the physical infrastructure to do this.

@wholemars ❤️

The reason Robotaxi cannot expand is not the cost but the FSD capability! So we still need to wait until nobody knows when... for the expansion

@itemizee When $2,600 $tsla again?

Biggest change is who owns the liability, not the vehicle. Who's accountable in a crash, Tesla, the fleet operator, or the rider? That's the unresolved part the model tends to skim.

And here is the next possibility:

This car will allow people to live far away from work