Part 5/10:
A recurring theme among analysts like Jed Dorshimer and Craig Irwin is Tesla’s unparalleled cost structure for autonomous ride-sharing services. Tesla's fleet, comprising over 8 million vehicles worldwide, is gathering a vast pool of data, enabling continuous improvement of their FSD system through over-the-air updates.
Jed highlighted Tesla's estimated cost advantage—performing at roughly one-tenth the expense of competitors like Wimo—due to their AI-driven, probabilistic approach versus others' deterministic systems. This enormous cost benefit predicts a future where Tesla can offer rides at significantly lower prices, capturing massive market share while maintaining industry-leading profit margins.