3 6 Ke·2025-08-05 11:27Core Viewpoint - Tesla's Robotaxi service is set to cover half of the U.S. population by the end of this year, with significant cost advantages over Uber, demonstrating a revolutionary shift in the ride-hailing industry [1][16]. Cost Comparison - A user in Austin conducted tests comparing Tesla Robotaxi and Uber, finding that Tesla's fares were significantly lower, with discounts of up to 84% in some cases [2][6]. - For example, a nearly 9-mile trip cost $9.92 with Tesla compared to $30.38 with Uber, a difference of 67% [3][4]. Pricing Mechanism - Tesla's pricing strategy has shifted from a flat rate to a dynamic pricing model based on distance and demand, yet it remains competitive, averaging $1–$1.3 per mile compared to Uber's $1.5–$2 per mile [8][9]. - Uber's pricing includes hidden costs such as surge pricing and driver tips, which further inflate the total fare [8][10]. Cost Structure Revolution - Tesla eliminates the largest cost component—human drivers—by integrating the vehicle, platform, and driver into a fully automated system [9][12]. - Traditional ride-hailing services like Uber rely on a model where driver income constitutes about 70% of the fare, leading to inefficiencies [10][11]. Operational Efficiency - Tesla's Robotaxi operates at a cost of approximately $0.60 per mile, which could drop to $0.40 with higher automation levels [13][14]. - The potential profit margins are substantial; for instance, if Tesla charges $1 per mile and operates 80,000 miles annually, each vehicle could generate $48,000 in profit [15]. Market Impact - If successful, Tesla's Robotaxi could disrupt traditional ride-hailing platforms, potentially covering 167 million people in the U.S. by the end of 2024 [16][17].