Most people don’t understand Tesla’s revolutionary Robotaxi business model..
Currently, TSLA makes an average one-time profit of $20K/EV sold.
ONE $2OK (COGS) Tesla-owned Robotaxi will generate $70K/yr in fare revenues for 10 years, or $750K over the life of Robotaxi, with 50% gross margins, so one Robotaxi is like selling almost 20 EVs.
PLUS, regular Tesla car owners signed into the Robotaxi Network will make $30K/year in fares when not using their cars, and Tesla will make a separate $20K/year on these, plus FSD subscriptions.
Who would buy anything but a Tesla when it becomes a profit center rather than fast depreciating expense like all other cars.
Comments