Part 7/9:
As Tesla plans to scale its Cybertruck deployment aggressively, they could easily match or even surpass Uber's existing ride-share mileage. Should Tesla's Cybertruck become the more cost-effective option for riders, Uber may find it difficult to sustain its traditional service structure without a significant pivot towards Tesla integration.
The Chinese Competition: Undervalued Yet Challenging
Despite the focus on American firms, the Chinese market presents a notable competitor in the form of Avatar Technology, which operates alongside partnerships with established automakers like Changan and CATL. While Avatar's advancements in autonomous technology are commendable, it is hampered by high operational costs and limited integration into regular passenger vehicles.