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Comment by Deklomalo

10 hours ago

The question is what 'high' means in context of revenue.

Uber, the globally available taxi company, is valued 8 times less than tesla. If you are now able to kill all the costs for the taxi driving and reduce the cost for the car also, how much revenue is left?

Robotaxi has to be cheaper than a normal taxi to kill taxis. The margin of that company can't be that much more than a company like uber.

And uber itself will also invest in this, as every other car company. XPeng and co everyone who is building or working on this, will not just idly looking and waiting for tesla to just take 'whatever this cake' will look like.

For me it becomes a complet game changer if it becomes so reliable so extrem reliable, that i can order a car at night, a fresh bed / couch is then in the car and i can lie down while it drives me a few hundred kilometers away.

>Robotaxi has to be cheaper than a normal taxi to kill taxis. The margin of that company can't be that much more than a company like uber.

This just isn't true. If you're a woman, choosing a slightly more expensive robotaxi over a ride share where you might meet your end is a valid choice.

> Robotaxi has to be cheaper than a normal taxi to kill taxis.

I'm not sure that's true. Self serve checkouts are killing the checkout. Washing machines killed the washing board. Something can be the same price or dearer if it's more convenient.

  • That comparison has the problem that it is not comparable. A robo taxi is not much different from human taxi. I can not see much of an improvement for the rider. Whereas washing machines are an incredible time saver and self checkouts can be faster (especially if you use these little hand scanners).

> has to be cheaper than a normal taxi

... plus 24/7 shifts of human drivers