Comment by ben_w
12 hours ago
The world doesn't consist of just Waymo and Tesla, and even if it did there's no guarantee either succeeds.
> cybercab will net them $50k per car per year.
Assuming no mass boycotts, nor targeted vandalism. We've already seen both in the last 12 months.
It’ll be fine. Especially when people compare the price of ownership/uber to robotaxis.
When people actually compare prices, they note that Chinese cars also have autopilot and cost less than half of a Tesla, new.
What's keeping Chinese brands out of the USA, isn't keeping them out of Europe or much of anywhere else.
Yeah and it’s going to bankrupt VW/Stellantis. Surprised Europeans just don’t seem to give a damn about that.
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BYD sales in January 2026 are down 30% YoY. Not looking great for them in 2026.
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Tesla remains competitive in China, which can't be said of European EVs. Chinese ADAS are much better than European ones but still far behind FSD.
To bring the discussion back on topic: $50k/year or ~$250k over the course of the vehicle's lifetime, instead of $5k for a singular sale event, is why the path for the company is crystal clear. Cybercab is the same kind of step for Tesla as the Model 3 was back in 2017.
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