Part 4/11:

The crucial point here is cost efficiency: while Whimo’s vehicles are perhaps priced around $150,000, Tesla's Cybertruck-based Robo-Cabs could cost approximately $15,000 to $30,000 per unit. This drastic reduction in cost, combined with rapid production (potentially every 10 seconds with the new unboxed process), enables Tesla to scale swiftly without the long lead times associated with traditional vehicle manufacturing.

Profitability could be achieved by charging significantly higher per trip—Tesla can generate about $100,000 in revenue per vehicle per year with margins around 50%, translating into $70,000 profit per vehicle.

Valuations Based on Fleet Growth and Revenue Models

An array of scenario analyses paints a compelling picture: