OK, so you think Tesla's manufacturing business isn't worth much and you're putting your faith in the ability of Tesla to catch up in autonomous systems. No, I don't think that at all. I do think, however, there is a great value in mass producing RoboTaxis for a time. Particularly, if they can crank them out at high speed as suggested, while competitors are struggling to put a more expensive, more expense to maintain competitor on the streets.
It is important to consider there may be a number of ways in which the two-seater robotaxi might evolve.
Of course, we all understand that initial production is not always as quick to reach high speed production as we'd all like.
But I think it is a great opportunity for Tesla that really isn't that visible to other volume builders of cars as yet.
I would say, however, that people who purchase robotaxis are going to do so in anticipation of repairs being lower cost than what Tesla now delivers on its cars. (While I honestly did not believe the Hertz stories on their deal with Tesla, Tesla was hurt by Hertz' decision to bail out). |
