Part 10/14:
AR Invest's projections consider a future where Tesla can deliver autonomous ride services at less than 25 cents per mile, drastically undercutting current ride-hailing costs. This level of affordability will make robotaxis indispensable, leading to rapid adoption and fleet expansion.
Tesla's envisioned strategy involves initially owning and operating the fleet directly, then possibly partnering with third-party operators to scale faster. This phased approach allows Tesla to maintain quality control, optimize experience, and reduce risks associated with third-party management.
The Bigger Picture: Vehicles and Global Expansion
Tesla’s move toward a full robotaxi ecosystem isn’t limited to just one vehicle type. Rumors and leaks point to a suite of vehicles, including: