Completion of FSD at the level of driverless driving

Commercial FSD Launched, Not Traditional Tesla Private Vehicle FSD

Commercial FSDs with robo-taxi cost $500 per month for homes

If 1.6 million people, 80% of 2 million Tesla owners in the U.S., say they want to make money from a robotaxi

Repeated annual subscription income is $500 x 1.6 million x 12 months = $9.6 billion (W13 trillion)
This subscription fee will be sales = profit, right?

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The average taxi fare for big cities in the United States is $30 per 10 miles

Let’s get half the price of a robot taxi. Half the price of a taxi… $15 per 10 miles

Suppose it takes about 30 minutes to get to 10 miles (16 km)

Then, if you turn 10 hours to a robotaxi, you will drive 320km, so you can charge it later

Let’s calculate the return if a car owner who qualified for commercial FSD will spend 10 hours per day on a robotaxi

You can run it for 10 hours and pick up 20 guests (1 in 30 minutes, 20 in 10 hours)

You get $15 per guest, so 20 people earn $300 a day

It’s 365 days a year, but if you think the car owner only runs a robo-taxi for 300 days except for 2 months, such as using it all day or maintaining it…

Annual revenue per robo-taxi is $300 x 300 days = $90,000

ANNUAL INCOME OF 1.6 MILLION VEHICLES AS REFERENTED AS WELL AS WELL AS $144 BILLION
(197 trillion won)

Okay… let’s just grab 30% of the commission…

Tesla’s Robotaxi Fees Annual Revenue of $43.2 Billion (W59 trillion)

Repeated annual income is $52.8 billion (KRW 72 trillion) as subscription fees + commission income
Net income of $42.2 billion (KRW 58 trillion) if the margin is 80% hit

That’s what private car owners earn when they run robo-taxi

When robo-taxi starts, corporations will turn harder than individuals

And Tesla will sell at least 2 million more units each year

It’s all about money as much as it’s increasing

Huh? All of a sudden, 1.6 million robot taxis are impossible???

Already Elon Is Trying To Turn 7 Million Tesla Worldwide Into Robotic Taxi With Only SW Update When FSD Is Completed

Elon definitely talked about this earnings call question. Will do that lol

When specific numbers such as the rate system for robotaxi are released, it can be calculated sufficiently (expected on October 10th)

The above calculation is based solely on the United States and simply on commercial FSD subscription fees and fees for vehicle revenue

If you see a lot of Tesla owners using Tesla as a robotaxi the moment they become a robotaxi…

Demand for Tesla Vehicles Is Set To Explode, Logistics Companies Will Be Struggling To Buy Tesla

But Tesla’s volume is limited to 3 million units right now
Giga Mexico is also behind schedule

When supply constraints come, prices go up

Tesla’s used prices that can be attached to FSD will also soar

It’s a virtuous cycle that self-driving will bring

What else is there? Should I stop here?

Like Uber, Tesla apps will have ads, right?

Will Elon hate it

I heard that Uber’s advertising revenue is exploding these days

Won’t there be a war to take the customer’s time while the customer goes to their destination in a driverless vehicle??

If you imagine and think about it, the economic effects that robo-taxi will bring will be enormous

It’s not like the stock price goes over 10 times for no reason

The numbers are going to come out

On top of that, the energy business is exploding…

By the time robo-taxi is around, cash from all the commissions (operations and VPPs) that will be pumped out of the already installed megapacks will start pouring into Tesla

Optimus, which has greater potential than autonomous driving, is also taking shape

How can you not invest in Tesla

I think we’re getting really close now…

I’ll be able to reach it a little further away…

$TSLA