Tasha Keeney

This week I wrote about Tesla's call to action for Cybercab fleet buyers. Cybercabs should deliver autonomous ride-hail at affordable prices, expanding the ride-hail market significantly. https://t.co/jLOyH1PY5W

Tesla Semi enters production this year —electric, not autonomous. Makes sense as we believe the robotaxi market will be ~6x bigger than the robotruck market in 2030. Meanwhile, Aurora and Kodiak plan driver out over the road trucks this year. Read more below: https://t.co/uae4Y7d0tV

If @Tesla has 500 robotaxis and doubles the fleet every month, it could surpass Waymo's fleet in 3-4 months. Last we saw Waymo had 3K cars total.

Ultimately, robotaxi platforms could be worth over $30 trillion in enterprise value by 2030. The biggest risk to this forecast is whether or not automakers other than Tesla will commit to providing enough vehicles to scale robotaxi fleets in the next 5 years. https://t.co/B0qs301Nsz

And thanks to much higher utilization rates, a US fleet that is less than 10% the size of today’s vehicle install base could service nearly all urban miles. In fact, Tesla already has the production capacity to accommodate many top tier ride-hail cities (per @DMaguireARK) https://t.co/0hgQBgWYjo

With @Tesla live with unsupervised robotaxis in Austin today, no better time to dive into our robotaxi research…! I used to be asked: will autonomous driving ever work? Now, the question is: when will it come to my city? Robotaxis are already driving themselves, and within their operation zones, they’re competing head-to-head with human ride-hail. From here, it’s all about scale.

While both Tesla and Waymo plan to exceed human performance, remote vehicle operators offer a path to launching service ahead of reaching that milestone. https://t.co/6rJpaQRw0n

While Waymo has taken a geofenced, city by city approach to testing and launching ride-hail, Tesla plans for its software to work across the US, which could allow it to scale at a faster rate. We believe Tesla also has a cost advantage, as shown below. https://t.co/RIQ2WPHsKO

It's out! Our latest Big Ideas deck. GRWM, as we embark on the most pivotal year yet for robotaxis. But first, haven't I been saying this for a while? Yes. Aside from Waymo, many have promised autonomy and failed, as shown below. This year, Tesla committed to a June launch. https://t.co/OUbrw0RwqU https://t.co/v3keso5vIs

Tesla has been testing a ride-hail service for ~1 year. This is a monumental step forward. Read more in our newsletter. https://t.co/XdeduftDge