Part 8/15:
Many experts criticize these forecasts as underestimations, arguing that Tesla's integrated approach and existing fleet give it a significant edge that incumbents like Wimo, Lyft, and Uber cannot match, especially in cost efficiency and scalability.
The Cost and Scalability Edge
A recurring theme in debates about autonomous taxis is cost. Musk emphasized that Tesla's vehicles will have a substantial cost advantage over competitors, including Wimo. Based on Tesla's production efficiency and economies of scale, Musk estimates that Tesla's autonomous driving cost per mile will be around 59 cents, whereas competitors like Wimo might struggle to get below $1.43 per mile.