Elon Musk’s Tesla is on the verge of launching a self-driving platform that could revolutionize transportation with millions of affordable robotaxis, positioning the company to outpace competitors like Uber ## ## Questions to inspire discussion ## Tesla’s Autonomous Driving Revolution.

🚗 Q: How is Tesla’s unsupervised FSD already at scale? A: Tesla’s unsupervised FSD is currently deployed in 7 million vehicles, with millions of units of hardware 4 dormant in older vehicles, available at a price point of $30,000 or less.

🏭 Q: What makes Tesla’s autonomous driving solution unique? A: Tesla’s solution is vertically integrated with end-to-end ownership of the entire system, including silicon design, software platform, and OEM, allowing them to keep costs low and push down utilization on ride-sharing networks. Impact on Ride-Sharing Industry.

💼 Q: How will Tesla’s autonomous vehicles affect Uber drivers? A: Tesla’s unsupervised self-driving cars will likely replace Uber’s 1.2 million US drivers, being 4x more useful due to no breaks and no human presence, operating at a per-mile cost below 50% of current Uber rates.

💰 Q: What economic pressure will Tesla’s solution put on Uber? A: Tesla’s autonomous driving solution will create tremendous pressure on Uber, with its cost structure acting as a magnet for high utilization, maintaining low pre-pressure costs for Tesla due to their fundamentally different design. Future Implications.

🤝 Q: What potential strategy might Uber adopt to compete with Tesla? A: Uber may need to approach Tesla to pre-buy their first 2 million Cyber Caps upfront, including production costs, as potentially the only path to compete with Tesla’s autonomous driving solution.

🌍 Q: How significant is the potential impact of Tesla’s autonomous driving technology? A: Tesla’s solution could change the course of human history, comparable to the invention of smartphones and turn-by-turn navigation, potentially scaling to a mind-boggling scale at affordable prices. ## ## Key Insights ## Disruptive Autonomous Driving Technology.

🚗 Tesla’s unsupervised FSD is poised to revolutionize the industry with 7 million vehicles already equipped with necessary hardware, including Hardware 4, at a cost of less than $30,000 per vehicle.

🔄 The company’s vertically integrated solution, controlling the entire process from silicon design to OEM, enables lower costs and increased efficiency compared to traditional industry models. Economic Impact on Ride-Sharing.

💼 Tesla’s autonomous platform will likely replace Uber’s 1.2 million US drivers with vehicles that are 4x more useful due to continuous operation and no human presence.

💰 The per-mile cost of Tesla’s autonomous ride-sharing is projected to be less than 50% of current Uber prices, significantly disrupting the market. Imminent Launch and Scalability.

🚀 Tesla plans to launch its autonomous driving platform in America within 2 months, leveraging its existing fleet of equipped vehicles.

📈 The Tesla network will achieve scale with millions of vehicles equipped with the necessary hardware, potentially disrupting current industry costs and business models.

#Tesla.

XMentions: @Tesla @HabitatsDigital @TheJeffLutz @HansCNelson.

(https://digitalhabitats.global/blogs/digital-vehicles/elon-m…-robotaxis)