, a few things jumped out to me. A few things seem to be missed, misunderstood, or even misleading from the analysts. But, then again, that doesn’t mean the ARK analysis is right, and there are some assumptions in there that I find a little odd as well.
Of course, you can assume Tesla won’t succeed with robotaxi-capable FSD, but then there’s no point in doing such a long financial analysis and comparison in the first place. Well, there isn’t a chart there for Zoox, but if there was, you can imagine Zoox’s bar would be hard or impossible to see. Regarding licensing, which the analysis spends some time on and even says, “I don’t see Tesla getting $0.50 per mile in revenue from licenses. Because Waymo and Zoox are working on their software, their AI lead could very well ensure they cut Tesla out of the loop.” Huh? Again, if Tesla’s approach works, there won’t be any competitors for a while at least.
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Source: verge - 🏆 94. / 67 Read more »