Uber, the globally available taxi company, is valued 8 times less than tesla. If you are now able to kill all the costs for the taxi driving and reduce the cost for the car also, how much revenue is left?
Robotaxi has to be cheaper than a normal taxi to kill taxis. The margin of that company can't be that much more than a company like uber.
And uber itself will also invest in this, as every other car company. XPeng and co everyone who is building or working on this, will not just idly looking and waiting for tesla to just take 'whatever this cake' will look like.
For me it becomes a complet game changer if it becomes so reliable so extrem reliable, that i can order a car at night, a fresh bed / couch is then in the car and i can lie down while it drives me a few hundred kilometers away.
This just isn't true. If you're a woman, choosing a slightly more expensive robotaxi over a ride share where you might meet your end is a valid choice.
And woman have used taxis plenty of times especially because or for security. So I don't think your argument is very strong.
https://www.wctv.tv/2026/01/14/rideshare-driver-arrested-aft...
https://www.wkrn.com/news/local-news/nashville/woman-shares-...
I'm not sure that's true. Self serve checkouts are killing the checkout. Washing machines killed the washing board. Something can be the same price or dearer if it's more convenient.
Are you sure? They are great for reducing personnel cost for the shop operator, but a cashier scans so much faster than you do. If you want to optimize for speed, the human cashier would still be better.
... plus 24/7 shifts of human drivers
They have not proven they are waymo level or near it, or that they will ever be there given the lack of lidar.
They may already work better than a Waymo. It's hard to tell. It's certainly there using the public version of FSD. There's awkwardness, but the same can be said of Waymo. What I don't know is how many mandatory edge cases remain to be handled before they can set it free.
