Hey, Insider!
Jaan here. This email is specifically for you, as a Tesla Space Insider…
…with the final part of the Robotaxi Report!
In Part I (here) we mapped why robotaxis matter and the two technology paths.
In Part II (here) we mapped the players and the demand layer.
Today we go underneath the cars, some of it literally.
We go to the layer that most headlines don’t talk about, yet it’s the one I have become convinced actually decides this whole thing after you actually have a self-driving system to go with. Depots. Charging. Cleaning. Permits. Power. And there’s plenty of human teams still quietly running all of it from behind a screen.
I’ve personally been digging around this layer quite a lot over the past years, as some of my clients are in it. Tesla is actually uniquely situated here and the vertical integration will really pay off.
I’ll be putting the three parts (with major updates to 1 & 2) together for you in a single document as well, soon. That’s before we move into our next Insider topic: Humanoids.
Let's get to it, shall we?
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