The Economics Of A Tesla Robotaxi, And A Quicker & Easier Path To Profit

Credit to Author: Rahul Sonnad| Date: Fri, 24 Jan 2020 12:00:35 +0000

Published in 2016, Elon Musk’s “Master Plan, Part Deux” proposed the idea for the Tesla Network, essentially an automated version of Uber that would be operating in a world after both technical autonomy is achieved and government regulations allow for the driverless operation of vehicles

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Tesla & Robotaxi Economics: The Network That Optimizes The Machine

Credit to Author: Rahul Sonnad| Date: Thu, 09 Jan 2020 06:34:20 +0000

There is a long-standing argument about whether Tesla is a car company or a tech company. This argument is typically made in the context of how Wall Street should value the company. If Tesla is just a new kind of carmaker, it should be valued at something significantly less than its annual revenue — maybe 25% to 50%, like Ford and GM. Alternatively, if Tesla is a tech company, then it could be valued significantly higher. Google, for example, is trading at about 6 times its revenues today, Facebook at 8, Microsoft at 9, and Salesforce at 10 times. Tesla trades at around 3 times its revenues with some profits, while Uber and Lyft trade around 4 times revenues and have never been profitable

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Who Is *Actually* Going To Buy A Tesla Cybertruck?

Credit to Author: Zachary Shahan| Date: Thu, 28 Nov 2019 20:10:30 +0000

It seems that now is a good time to look at the various types of people who might genuinely buy a Cybertruck and for what reasons

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The Tesla Cybertruck Isn’t A Pickup — It’s Much, Much More

Credit to Author: Rahul Sonnad| Date: Thu, 28 Nov 2019 00:10:44 +0000

Tesla Cybertruck revealPrior to its new “Pickup Truck” unveil on Thursday night, Tesla had built up an impressive amount of anticipation across Tesla fanatics and the car industry alike. Speculation was rampant. Actual knowledge of the truck’s details, however, was bone dry

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Tesla On Track To Release “Feature Complete” Full Self Driving Solution In 2019

Credit to Author: Kyle Field| Date: Thu, 24 Oct 2019 01:27:09 +0000

Tesla opened up about its progress on its fully autonomous driving solution, dubbed Full Self Driving, on its Q3 2019 earnings call today. CEO Elon Musk tentatively said that, “it still does appear that we will still be in Early Access release of Full Self Driving by the end of this year.”

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Who Will Benefit In The Robotaxi Revolution?

Credit to Author: Matt Pressman| Date: Tue, 01 Oct 2019 01:00:49 +0000

As self-driving cars move closer and closer to reality, one particular market stands to benefit — autonomous taxis (aka robotaxis). Tasha Keeny from Ark Invest recently evaluated the players who’d likely benefit from this massive market opportunity. Keeney writes, “Autonomous vehicles will transform personal mobility … reap[ing] the benefits of a new market which promises to ramp from essentially $0 now to $10 trillion in global gross annual revenues by 2030.”

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Uber & Starbucks Top US Vendor Business Expenses — What Does That Mean For Tesla?

Credit to Author: Zachary Shahan| Date: Mon, 23 Sep 2019 06:00:07 +0000

This is not the freshest data, but I’ve had this story near the top of my list for months, so I think its potential importance and relevance to cleantech are quite high. According to data from the company Certify, an online travel, expense, & invoice software company, the “most common U.S. vendors for business expenses” in the past couple of years were Uber and Starbucks, respective. What’s that got to do with Tesla

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Tesla Insurance Launches, Claims To Save Owners Up To 30% On Premiums

Credit to Author: Kyle Field| Date: Wed, 28 Aug 2019 23:01:14 +0000

Tesla just officially launched its highly anticipated Tesla Insurance offering for Tesla owners in California. It promises to save owners up to 30% on their premiums compared to traditional automotive insurance companies. Tesla Insurance also sets the company up to provide the end-to-end vehicle purchase, service, fueling, and insurance services in a buildup to the launch of the Tesla Network. Talk about integrated

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