Hey, Jaan here.
No need to check the calendar, yup, it’s still Monday.
Which must mean I’m here for business other than our regular Tuesday newsletter.
Correct. That business is simple, I just wanted to let you know that I just dropped a
massive
email report on the robotaxi industry to our Tesla Space Insiders.
Tesla is just about to start rolling out the Cybercab, and is really positioned to dominate, but it has competition from all regions and sensor suites to battle with already today.
There are already one million paid robotaxi rides given just this week.
That’s the actual scale of the industry today, and we’ll reach perhaps ~100 million paid rides done this year alone, likely even if Tesla were not to enter the market.
I’ve been inside that industry for over a year now and know every player with robotaxi operations by heart, including their fleet sizes — and I’ve laid it all out for our readers in this 4,421-word report called Tesla vs Robotaxi Industry Part II.
Why don’t you join us?
The report also has unique resources due to my deep research, including a graph I made that I have not seen put together anywhere in the robotaxi industry reporting before.
And trust me, I’ve dug around absolutely everywhere by now.
Here’s a teaser of one of our graphs (sorry for blurring most of it):
You’ll also unlock the Part I, another large report detailing the scale of the robotaxi industry today, showing the safety numbers we have already, and comparing Tesla’s approach with others both on sensor suite and vehicle choice.
Oh, and of course, by becoming a Tesla Space Insider you’ll immediately unlock our previous industry reports on
Tesla vs Automotive Industry and
Tesla vs Charging Industry
plus all the other insider perks like our Stock Tracker and Insider Alerts.
There’s also a Part III coming to the Robotaxi report where I’ll detail all the “enablers” of the robotaxi industry, from fleet maintenance and charging to the surprising adjacent business models popping up around this.
See you on the Inside!
— Jaan & the Tesla Space team.