Tesla previously announced a brilliant plan to take off-lease Teslas and turn them into robotaxis, something almost nobody else could do. But now they may take (or add) a new direction with a custom, low-cost robotaxi.
The giant advantage there is that a lease customer has used up around 40% of the depreciation of the vehicle, enjoying it while it was new. Nobody cares if their taxi is 3 years old, so it’s perfectly good for that market. That means they can operate a robotaxi fleet at only 60% of the vehicle cost compared to anybody trying to build a dedicated robotaxi who has to buy the vehicles new. The vehicle cost is still the largest component of cost so it’s a big win.
As such it seems crazy they would move away from this smart plan that gives them a leg up on everybody else. You can retrofit other cars, but short of a complete dashboard removal, they won’t have the sleek robotaxi look a Tesla would have. Tesla’s all-software-controls design is well suited to this.Concept robotaxi vehicle from The Boring Company, pictured using an elevator to enter one of theirNow Elon Musk indicates they might give up all those advantages to build a custom robotaxi.
Custom robotaxis will be a thing in the future, to be sure. Once the world really adopts robotaxi travel, people will start to insist on a vehicle with no compromises to that vision. But that’s not what the world will insist upon on day one. On day one they will be happy to ride in a regular vehicle like a Tesla model 3 with no wheel. They will be a bit bothered that sedans are harder to get in and out of, and the fact that you can’t sit face to face with people.
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