Here is a key number every TSLA investor should know: Tesla will be making on generous assumptions and at meaningful scale about $2,500 per Cybercab per quarter, before tax. This is based on our bottom up cost analysis which resulted in broadly similar numbers as provided by Tesla for cost. For pricing, we assumed more than what Elon is targeting. We performed a large US market analysis taking into account different market's varying degrees of deadheading miles. This is a key cost driver. Deadheading miles represent miles driven without paying customer (eg drive to pickup).
As the network matures and adoption and vehicle density increases (and as deadheading miles drop) the quarterly revenue per CC can rise to about $4,500 per Cybercab per quarter. Slightly more is possible but requires an area where adoption is very high and deadheading miles share is lower than currently unachieved by any taxi / ride hailing market globally.
What does this mean? It means that a scale of several thousand CCs makes no measurable dent in Tesla's financials. We need to get to hundreds of thousands before we see material financial effects.
For example, the post tax impact from a 10K CC fleet per quarter is just $20 million in earnings or $0.0058 per share. A 100K CC fleet contributes only $200 million in earnings or $0.06.
So, don't hold your breath. I highly recommend you bookmark this post so you can go back to it. These are key numbers every TSLA investor should know.
As our followers know, we don't pull numbers out of thin air. All numbers we post are based on significant amounts of research.
@alojoh@JrgenKurz5@aelluswamy You have the most cultish subscriber feed i have ever experienced AJ, maybe you should not talk. Your โcustomersโ are suckung you off daily