Tesla

https://www.tesla.com/

2025

  • California / Texas launch locations (using existing vehicles rather than Cyber Cab)

2026

  • Buy for 30k USD

  • You can buy a fleet (e.g. 10-30 vehicles)

  • Cyber Cab coming 2026

  • Cyber Cab has 20-40 cent USD operating cost / sales price

  • Robovan (bus) - 20 seater announced

"Look at some of our projections, it would appear that a robotaxi ride will cost less than a bus ticket, a subsidized bus ticket or a subsidized subway ticket"

Source: https://techcrunch.com/2022/04/20/elon-musk-mass-produce-robotaxi-by-2024/

Cybercab fleet

And something I should clarify is that Tesla will be operating the fleet. So, you can think of like how Tesla, think of it as combination of Airbnb and Uber meaning that there will be some number of cars that Tesla owns itself and operates in the fleet. There will be some number of cars and then there'll be a bunch of cars where they're owned by the end user. That end user can add or subtract their car to the fleet whenever they want, and they can decide if they want to only let the car be used by friends and family or only buy five-star users or by anyone at any time they could have the car come back to them and be exclusively theirs like an Airbnb.

You could rent out your guest room or not, any time you want. So, as our fleet grows, we have 7 million cars going -- 9 million cars going to eventually tens of millions of cars worldwide. With a constant feedback loop, every time something goes wrong, that gets added to the training data and you get this training flywheel happening in the same way that Google Search has the sort of flywheel, it's very difficult to compete with Google because people are constantly doing searches and clicking, and Google is getting that feedback loop. So, the same with Tesla.

Source: https://www.fool.com/earnings/call-transcripts/2024/04/23/tesla-tsla-q1-2024-earnings-call-transcript/

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