 Tesla Robo Taxi?
The whole world is asking: What's going on at Tesla and this time we want to take part in the speculation with great pleasure. We don't have any great sources that we could refer to. If you are not comfortable with such an
approach, then we are very sorry.
So let’s enjoy the speculation and half-truths. The only reliable information is that the stock has gone downhill a bit in the last few days. The reasons for this are of course not obvious, but should still be mentioned here.
10 percent of employees worldwide are to be laid off. Marketing difficulties are cited, but are these credible reasons? Check out the current prices for the Model Y in Germany, around €45,000 for the cheapest rear-wheel
drive model.
That was already significantly cheaper and the list of additional accessories for autonomous driving is still unchanged. As a consolation, there is now only a new intermediate model with a large battery and rear-wheel drive,
reasonably priced, but not necessarily cheap.
A company that was very dissatisfied with the sales of its products would lower prices, especially especially since Tesla is still expected to make good profits per car. We are more of the opinion that the layoffs and the
departure of two key managers have to do with a realignment of the company.
And now the speculation really begins. Is the Model 2 really not coming (yet)? Is the phrase 'production is hell' still stuck in the boss's bones? In any case, it will be interesting to see what he or one of his people will say at
the meeting with his investors next week.
We suspect that the Group will turn more strongly towards robotaxis, which are in any case the most tangible way of advancing autonomous driving. On the one hand, some of them are already driving in limited spaces in
Germany, but on the other hand, Tesla's competitors have had accidents and bans.
Of course, it would be nice if many people were given time off during a longer journey, but with robotaxes you can rationalize. Look at these jobs, poorly paid with comparatively long breaks in between. That just screams
rationalization.
And if we have long been of the opinion that Level 5 absolutely needs surveillance for emergencies along the lines of the control centers for traffic monitoring, then this is a good idea for the limited space of a city. There is
money to be made here, while the owner(s) of FSD only pay once.
One can rightly assume that level 5 is more likely to occur in the city than on the highway. Tesla relatively quickly sheds business areas that make little or no money. The company is probably the only one in the world that, for
example, makes a profit with its charging network despite construction and renovation.
And the production of robotaxes is more similar in volume to that of cyber trucks, which already cause enough problems. Maybe Elon Musk is working on a method to turn a Model 3 into a Model 2 with less effort, similar to
the transition from Model 3 to Y.
Perhaps, and now we have finally reached the most widespread speculation, Musk is confident that he will receive the necessary approvals in Texas and Atlanta that other states are currently refusing. In any case, he is
exerting public pressure. Texas suits him better, conservatism but a lot of technical know-how.
The presentation of a Tesla Robotaxi is scheduled
to take place on August 8th. |
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