$Tesla Motors(TSLA)$ The Cybercab launch strategy looks brilliant. Rather than Tesla pouring billions into building and financing the whole Robotaxi fleet itself, individuals and businesses can buy Cybercabs and put them into the network. Other people's capital funds the expansion while Tesla profits from selling the vehicles, and could potentially earn ongoing revenue from every ride as well. Waymo has to finance, own and operate its fleet. Tesla can scale through millions of owners. That's a completely different business model, and potentially a far more powerful one.
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