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Tesla Robotaxi already drives better than most humans. Once this software rolls out to every Tesla, the world will see that it’s coming. As the network expands, it’ll become obvious - this will drive the majority of Tesla’s valuation… at least until Optimus takes the spotlight.

Teslaconomics

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27,115 views • 1 year ago •via X (Twitter)

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Men and women of Tesla, read this and really listen. Listen to exactly what Jason, one of Elon’s closest friends, said about what he saw and felt when he experienced Optimus Gen 3. If this doesn’t get you bullish about the future of Tesla, I don’t know what will. This is the biggest insight we’ve had so far into what Tesla is about to become. No one will remember Tesla as a car company when billions of Optimus are in the hands of customers around the world. Everyone will want at least one. FYI, there are 8.3B people living on Earth today. “Two Sundays ago I went to Tesla with Elon. I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember Optimus and that he is going to make a billion of those. It’s going to be the most transformative technology product ever made in the history of humanity, because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe it will be a one-to-one ratio of humans to Optimus, and I think he’s already won.” - Jason Calacanis

Men and women of Tesla, read this and really listen. Listen to exactly what Jason, one of Elon’s closest friends, said about what he saw and felt when he experienced Optimus Gen 3. If this doesn’t get you bullish about the future of Tesla, I don’t know what will. This is the biggest insight we’ve had so far into what Tesla is about to become. No one will remember Tesla as a car company when billions of Optimus are in the hands of customers around the world. Everyone will want at least one. FYI, there are 8.3B people living on Earth today. “Two Sundays ago I went to Tesla with Elon. I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember Optimus and that he is going to make a billion of those. It’s going to be the most transformative technology product ever made in the history of humanity, because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe it will be a one-to-one ratio of humans to Optimus, and I think he’s already won.” - Jason Calacanis

Teslaconomics

56,855 views • 6 months ago

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

Teslaconomics

99,840 views • 8 months ago

What many $TSLA investors don’t realize is that this isn’t some distant future, it’s already happening. Tesla FSD is moving cars from the factory floor to the loading dock without a human driver, cutting out labor costs and improving efficiency. The first company to benefit from this? Tesla. And the same will happen with Optimus. When humanoid robots take over repetitive tasks, Tesla will see operational costs drop while productivity gets boosted. How will competitors ever keep up with Tesla? Difficult to see them catching up any time soon.

What many $TSLA investors don’t realize is that this isn’t some distant future, it’s already happening. Tesla FSD is moving cars from the factory floor to the loading dock without a human driver, cutting out labor costs and improving efficiency. The first company to benefit from this? Tesla. And the same will happen with Optimus. When humanoid robots take over repetitive tasks, Tesla will see operational costs drop while productivity gets boosted. How will competitors ever keep up with Tesla? Difficult to see them catching up any time soon.

Teslaconomics

161,711 views • 1 year ago

Elon Musk: “The only company with all the ingredients for making intelligent humanoid robots at scale is Tesla” Elon believes Optimus will become the biggest product of all time — 10x bigger than the the biggest product ever made Pilot production of Optimus has already begun and Tesla will be building thousands of bots to put to work at Tesla factories later this year $TSLA

Elon Musk: “The only company with all the ingredients for making intelligent humanoid robots at scale is Tesla” Elon believes Optimus will become the biggest product of all time — 10x bigger than the the biggest product ever made Pilot production of Optimus has already begun and Tesla will be building thousands of bots to put to work at Tesla factories later this year $TSLA

Dalton Brewer

314,213 views • 1 year ago

I put everything I made at Apple into Tesla and Starlink when most people doubted Elon. I believed in where these companies and products were headed long before it was obvious. That conviction eventually turned into $ millions. Today, I have the same, yet stronger, conviction. I believe Tesla and Starlink will become two of the largest companies in the world. And if that happens, I believe it’ll be the journey that takes me from millionaire to billionaire.

I put everything I made at Apple into Tesla and Starlink when most people doubted Elon. I believed in where these companies and products were headed long before it was obvious. That conviction eventually turned into $ millions. Today, I have the same, yet stronger, conviction. I believe Tesla and Starlink will become two of the largest companies in the world. And if that happens, I believe it’ll be the journey that takes me from millionaire to billionaire.

Teslaconomics

42,419 views • 1 month ago

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Teslaconomics

16,734 views • 4 months ago

Since people keep telling me that Tesla needs to advertise, I created one. Women love a man who drives a Tesla. It’s the safest. It’s autonomous. It’s futuristic. It gets smarter with every software update. And most importantly it shows that you’re financially intelligent.

Since people keep telling me that Tesla needs to advertise, I created one. Women love a man who drives a Tesla. It’s the safest. It’s autonomous. It’s futuristic. It gets smarter with every software update. And most importantly it shows that you’re financially intelligent.

Teslaconomics

36,631 views • 1 year ago

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

Teslaconomics

58,369 views • 6 months ago

These people have no idea Tesla Robotaxis are about to eat Waymo’s breakfast, lunch, and dinner. 1/ Waymo loses $ on every ride. Tesla Robotaxis will be very profitable. 2/ Waymo needs expensive LiDAR and clunky sensors. Tesla uses only vision and a neural net, just like humans. 3/ Waymo has 1,500 cars. Tesla can scale to millions quickly, 8M+ vehicles is the current fleet size. 4/ Waymo isn’t vertically integrated, they rely on other automakers. Tesla builds the hardware, the software, and the AI, all under one roof. 5/ Waymo looks like a science experiment. Tesla looks like the future. By the time people start to realize what’s happening, it’ll already be too late. This will be a winner-take-all market, and I can confidently say that Tesla Robotaxis will be #1.

These people have no idea Tesla Robotaxis are about to eat Waymo’s breakfast, lunch, and dinner. 1/ Waymo loses $ on every ride. Tesla Robotaxis will be very profitable. 2/ Waymo needs expensive LiDAR and clunky sensors. Tesla uses only vision and a neural net, just like humans. 3/ Waymo has 1,500 cars. Tesla can scale to millions quickly, 8M+ vehicles is the current fleet size. 4/ Waymo isn’t vertically integrated, they rely on other automakers. Tesla builds the hardware, the software, and the AI, all under one roof. 5/ Waymo looks like a science experiment. Tesla looks like the future. By the time people start to realize what’s happening, it’ll already be too late. This will be a winner-take-all market, and I can confidently say that Tesla Robotaxis will be #1.

Teslaconomics

47,834 views • 1 year ago

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

34,323 views • 23 days ago

Tesla absolutely nailed the design of the Tesla Robotaxi

Tesla absolutely nailed the design of the Tesla Robotaxi

Teslaconomics

2,564,558 views • 1 year ago

🚨 Nvidia CEO Jensen Huang just dropped a BOMB on Tesla’s autonomy 🔥 “Tesla’s stack is the most advanced autonomous vehicle stack in the world… I’m fairly certain they were already using end-to-end AI.” The guy powering the entire AI world just called Tesla #1. This isn’t hype. It’s straight validation. Robotaxi era is coming FAST 🚀🤖 #FSD #Tesla #Autonomy #AI #Nvidia

🚨 Nvidia CEO Jensen Huang just dropped a BOMB on Tesla’s autonomy 🔥 “Tesla’s stack is the most advanced autonomous vehicle stack in the world… I’m fairly certain they were already using end-to-end AI.” The guy powering the entire AI world just called Tesla #1. This isn’t hype. It’s straight validation. Robotaxi era is coming FAST 🚀🤖 #FSD #Tesla #Autonomy #AI #Nvidia

Rustavi

645,611 views • 4 months ago

With Tesla Robotaxis flooding the streets of America, the world we know today will look completely different. Parking lots, garages, and driveways will be gone. Owning a car will feel as outdated as owning a horse today. Gas stations will vanish. Insurance companies will shrink. Valet stands, parking meters, and traffic tickets will be a distant memory of the past. Cities will breathe again, open spaces once filled with parked cars will turn into parks, cafes, and walking paths. Every Tesla Robotaxi will be in motion, working for humans, not sitting idle 95% of the time like today. And our commutes will transform into quiet moments of rest, work, productivity, or creation. The era of Tesla Robotaxis has begun.

With Tesla Robotaxis flooding the streets of America, the world we know today will look completely different. Parking lots, garages, and driveways will be gone. Owning a car will feel as outdated as owning a horse today. Gas stations will vanish. Insurance companies will shrink. Valet stands, parking meters, and traffic tickets will be a distant memory of the past. Cities will breathe again, open spaces once filled with parked cars will turn into parks, cafes, and walking paths. Every Tesla Robotaxi will be in motion, working for humans, not sitting idle 95% of the time like today. And our commutes will transform into quiet moments of rest, work, productivity, or creation. The era of Tesla Robotaxis has begun.

Teslaconomics

112,161 views • 9 months ago

BREAKING 🚨🚨🚨: Tesla’s Robotaxi pulls over to the side of the road for emergency vehicles! Thanks for filming this & sharing with the world Dirty Tesla Tesla Owners Silicon Valley Congrats again to @tesla_ai @tesla Tesla Robotaxi for an incredible launch. 👏👏👏 -Video from Dirty Tesla

BREAKING 🚨🚨🚨: Tesla’s Robotaxi pulls over to the side of the road for emergency vehicles! Thanks for filming this & sharing with the world Dirty Tesla Tesla Owners Silicon Valley Congrats again to @tesla_ai @tesla Tesla Robotaxi for an incredible launch. 👏👏👏 -Video from Dirty Tesla

TechGeek Tesla 🔋⚡️

51,470 views • 1 year ago

Whenever I tell people when you buy a Tesla, make sure you eat the cost and buy FSD outright, a majority of people always tell me “FSD is too expensive at $8,000,” without actually looking at the data and numbers behind the true value of FSD. Well, I did. Back in 2019, Elon explained the Robotaxi economics very clearly. “What would be the probable gross profit from a single Robotaxi? We think probably something on the order of $30,000 per year.” BTW, this number also came from conservative assumptions. • ~90,000 miles per year • ~50% utilization (half the miles are non-revenue) • Operating cost around $0.18 per mile (fyi, gas cars are closer to $0.60!) • Tesla takes 25-30% of the revenue • Robotaxi designed to last ~1 million miles So after costs, after Tesla’s cut, and after conservative usage, the estimate still came out to $30,000 per year from a single Robotaxi. So let me do the simple math for you. If a Robotaxi generates $30,000 per year, and you assume just 10 years of useful Robotaxi life, even though the car is going to be designed for more: 1/ $30,000 × 10 years = $300,000 Now, let’s cut that number by 50% for uncertainty, downtime, or slower rollout… I’m being conservative here. 2/ $300,000 ÷ 2 = $150,000 That means the FSD value is NOT $8,000. It’s six figures! This is why every Tesla owner should buy FSD outright right now! And is also the reason why Tesla is ending this option in February imo. You see, this is what happens when you see FSD as an income generating business, instead of just a feature. FSD is SIGNIFICANTLY undervalued. And whenever I tell people that I’m going to be the biggest Tesla Robotaxi fleet operator one day and show the world how much $ I’m making for each Robotaxi in operation, they all still laugh at me in disbelief. (I hope Elon and Tesla will let me be one of the first owners when the time comes… 🤞) But I also know that people always doubted me my whole life… until things actually became real. That’s why I’ve never seen my Tesla as just a car that depreciates like other non-Teslas. It’s the exact opposite. And one day, when these cars are driving themselves and generating $ income for me while I’m sleeping, all of the doubters will become silent. Mark my words.

Whenever I tell people when you buy a Tesla, make sure you eat the cost and buy FSD outright, a majority of people always tell me “FSD is too expensive at $8,000,” without actually looking at the data and numbers behind the true value of FSD. Well, I did. Back in 2019, Elon explained the Robotaxi economics very clearly. “What would be the probable gross profit from a single Robotaxi? We think probably something on the order of $30,000 per year.” BTW, this number also came from conservative assumptions. • ~90,000 miles per year • ~50% utilization (half the miles are non-revenue) • Operating cost around $0.18 per mile (fyi, gas cars are closer to $0.60!) • Tesla takes 25-30% of the revenue • Robotaxi designed to last ~1 million miles So after costs, after Tesla’s cut, and after conservative usage, the estimate still came out to $30,000 per year from a single Robotaxi. So let me do the simple math for you. If a Robotaxi generates $30,000 per year, and you assume just 10 years of useful Robotaxi life, even though the car is going to be designed for more: 1/ $30,000 × 10 years = $300,000 Now, let’s cut that number by 50% for uncertainty, downtime, or slower rollout… I’m being conservative here. 2/ $300,000 ÷ 2 = $150,000 That means the FSD value is NOT $8,000. It’s six figures! This is why every Tesla owner should buy FSD outright right now! And is also the reason why Tesla is ending this option in February imo. You see, this is what happens when you see FSD as an income generating business, instead of just a feature. FSD is SIGNIFICANTLY undervalued. And whenever I tell people that I’m going to be the biggest Tesla Robotaxi fleet operator one day and show the world how much $ I’m making for each Robotaxi in operation, they all still laugh at me in disbelief. (I hope Elon and Tesla will let me be one of the first owners when the time comes… 🤞) But I also know that people always doubted me my whole life… until things actually became real. That’s why I’ve never seen my Tesla as just a car that depreciates like other non-Teslas. It’s the exact opposite. And one day, when these cars are driving themselves and generating $ income for me while I’m sleeping, all of the doubters will become silent. Mark my words.

Teslaconomics

112,667 views • 6 months ago

Elon Musk in new interview on Tesla’s Optimus robot: “It’s going to be by far the most advanced robot in the world. Nothing’s even close. Tesla will start production on Optimus Version 3 this summer. Then probably reach high volume production next year. Then we’ll have Optimus 4.”

Elon Musk in new interview on Tesla’s Optimus robot: “It’s going to be by far the most advanced robot in the world. Nothing’s even close. Tesla will start production on Optimus Version 3 this summer. Then probably reach high volume production next year. Then we’ll have Optimus 4.”

Sawyer Merritt

64,138 views • 4 months ago

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Dave Lee

1,555,115 views • 2 years ago

I’m posting this every single day until November 6. I don’t care if it annoys anyone. Bc this is the MOST important moment in Tesla’s history. Every. Vote. Matters. Go out there and VOTE. Get Elon Musk paid and fully motivated to take Tesla into the next chapter. He’s the one only that can deliver this imo. This is what’s next if everything works out: • $TSLA market cap from $1T → $8.5T • 20M vehicles delivered • 10M active FSD subscriptions • 1M Optimus bots in the world • 1M Robotaxis on the road • All while reaching up to $400B in adjusted EBITDA Go vote. Let Elon cook. Go Tesla.

I’m posting this every single day until November 6. I don’t care if it annoys anyone. Bc this is the MOST important moment in Tesla’s history. Every. Vote. Matters. Go out there and VOTE. Get Elon Musk paid and fully motivated to take Tesla into the next chapter. He’s the one only that can deliver this imo. This is what’s next if everything works out: • $TSLA market cap from $1T → $8.5T • 20M vehicles delivered • 10M active FSD subscriptions • 1M Optimus bots in the world • 1M Robotaxis on the road • All while reaching up to $400B in adjusted EBITDA Go vote. Let Elon cook. Go Tesla.

Teslaconomics

226,820 views • 9 months ago

All it takes is Tesla lighting up ~1% of its fleet to unleash 100,000 Robotaxis that’ll account for 50% of the US population, leaving Waymo’s fleet of 2,000 in the dust. “I believe half of the population of the US will be covered by Tesla’s Robotaxi by the end of the year.” - Elon Musk

All it takes is Tesla lighting up ~1% of its fleet to unleash 100,000 Robotaxis that’ll account for 50% of the US population, leaving Waymo’s fleet of 2,000 in the dust. “I believe half of the population of the US will be covered by Tesla’s Robotaxi by the end of the year.” - Elon Musk

Teslaconomics

45,085 views • 1 year ago