Tesla & Robotaxi Economics: The Network That Optimizes The Machine

Credit to Author: Rahul Sonnad| Date: Thu, 09 Jan 2020 06:34:20 +0000

There is a long-standing argument about whether Tesla is a car company or a tech company. This argument is typically made in the context of how Wall Street should value the company. If Tesla is just a new kind of carmaker, it should be valued at something significantly less than its annual revenue — maybe 25% to 50%, like Ford and GM. Alternatively, if Tesla is a tech company, then it could be valued significantly higher. Google, for example, is trading at about 6 times its revenues today, Facebook at 8, Microsoft at 9, and Salesforce at 10 times. Tesla trades at around 3 times its revenues with some profits, while Uber and Lyft trade around 4 times revenues and have never been profitable

Read more

90% Of Tesla Model 3 Owners Tell Bloomberg Tesla Autopilot Makes Them Safer

Credit to Author: Steve Hanley| Date: Thu, 07 Nov 2019 03:07:43 +0000

Bloomberg’s Tesla Model 3 survey finds 90% of owners feel safer because of Autopilot but only 41% believe the Smart Summon feature is useful for most drivers.

Read more

Who Will Benefit In The Robotaxi Revolution?

Credit to Author: Matt Pressman| Date: Tue, 01 Oct 2019 01:00:49 +0000

As self-driving cars move closer and closer to reality, one particular market stands to benefit — autonomous taxis (aka robotaxis). Tasha Keeny from Ark Invest recently evaluated the players who’d likely benefit from this massive market opportunity. Keeney writes, “Autonomous vehicles will transform personal mobility … reap[ing] the benefits of a new market which promises to ramp from essentially $0 now to $10 trillion in global gross annual revenues by 2030.”

Read more