Part 10/13:
To challenge Tesla, other entrants like Google or OEMs must aim for over one million robo-taxis on the road by 2030—an enormous yet potentially achievable goal given existing manufacturing lines and strategic alliances.
The Path Forward: Competition, Collaboration, and Innovation
The industry’s future is fiercely competitive yet also ripe for collaboration. The possibility of a duopoly—Tesla and one other large-scale autonomous fleet operator—could balance regulatory concerns and foster innovation. Google's entry, if executed decisively, could provide this counterbalance against Tesla's dominance.