The business case for RoboTaxi Tesla future stock price...

来源: 三心三意 于 2025-04-23 11:35:26 [] [旧帖] [给我悄悄话] 阅读数 : (679 bytes)
本帖于 2025-04-23 11:36:36 时间, 由普通用户 三心三意 编辑
回答: 会不会是 由 任静锅- 于 2025-04-23 11:29:58

They are all driven by the service margin. Today Tesla margin is only 16-19% as a car company, if they want to be a $3T or $5T company, they must have a product with 30% margin at minimal. 

So, I dont see Tesla giving up rideshare service easily and give it to UBER. 

This is why Elon always wants to license Tesla Software to other car OEMs (let them keep low margin car making business), but has not engaged UBER talk aggressively

But Uber does have customer base. So we will have to see how much better Tesla can offer and whether this is a brand new market they are creating, or just the same old (in which case Uber will win)

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