Part 5/9:
The discussion also touched on the strategies Tesla would employ to saturate key urban markets. Brad suggested that Tesla only requires a fraction of vehicles to dominate the entire ride-hailing landscape—potentially owning entire cities with as few as 15,000 to 20,000 production units. Given Tesla's production capabilities, especially with the upcoming Cybertruck designed explicitly for robotaxi services, the pace at which Tesla could deploy these vehicles gives it a substantial advantage.
In cities like Austin, where Tesla's manufacturing operations are directly located, the company could rapidly introduce its offerings. By focusing on one city at a time, Tesla can effectively control supply and ensure that consumer wait times are minimized, thus keeping costs low.