ARK: Tesla Cybercab could run ~40% cheaper per mile than Waymo, 8M robotaxis by 2031
XFreeze · x · 2026-10-20
ARK Invest's latest research projects Tesla's vertical integration and vision-only approach could make Cybercab's operating cost per mile 40% lower than Waymo's next-gen robotaxi at equal utilization. Its base case sees 8 million Tesla robotaxis cumulatively deployed by 2031, with consumer-owned Teslas expanding the network. A chart breaks down per-mile costs (depreciation, maintenance, insurance, energy, etc.) for Waymo IONIQ 5 vs Cybercab at scale.
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