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Part 1/8:

Understanding the Future of Tesla: Beyond Cars to AI and Robotics

Tesla has long been recognized as a car company, primarily focused on selling vehicles. Indeed, a staggering 90% of Tesla's revenue in the previous year stemmed from car sales or related services. However, what many fail to comprehend is that Tesla's vision extends far beyond automobiles; it is venturing aggressively into the realms of artificial intelligence (AI) and robotics.

Part 1/8:

Understanding the Future of Tesla: Beyond Cars to AI and Robotics

Tesla has long been recognized as a car company, primarily focused on selling vehicles. Indeed, a staggering 90% of Tesla's revenue in the previous year stemmed from car sales or related services. However, what many fail to comprehend is that Tesla's vision extends far beyond automobiles; it is venturing aggressively into the realms of artificial intelligence (AI) and robotics.

Part 1/8:

Understanding the Future of Tesla: Beyond Cars to AI and Robotics

Tesla has long been recognized as a car company, primarily focused on selling vehicles. Indeed, a staggering 90% of Tesla's revenue in the previous year stemmed from car sales or related services. However, what many fail to comprehend is that Tesla's vision extends far beyond automobiles; it is venturing aggressively into the realms of artificial intelligence (AI) and robotics.

Part 2/8:

As one content creator and lawyer reveals, Tesla should be viewed not merely as a car manufacturer but as a pioneer in robotics, with its vehicles acting as mobile robots equipped with advanced technology. This perspective relies heavily on personal experiences, having owned and operated two Teslas and utilized their self-driving capabilities extensively since 2021.

The evolution of Tesla’s self-driving technology has been remarkable. Initially, the system was rudimentary; however, it has progressed significantly over the years and is now often more efficient than human drivers. The emphasis on Tesla's future isn’t merely on selling cars but on transforming the way people travel—essentially shifting to a ridesharing model akin to services like Uber or Grab.

Part 3/8:

The Rise of the Robo Taxi Network

In late 2025, Tesla plans to launch an unsupervised robo-taxi network in Texas and California, featuring cars that can drive themselves without any human presence. This groundbreaking service, already being employed by Tesla employees, promises to reshape the future of transportation. Riders will be able to hail a vehicle that arrives without a driver, significantly reducing the costs associated with ridesharing.

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Owing to the absence of a human operator, the operational costs of a Tesla robo-taxi will be markedly lower than that of traditional rideshare services. A notable economic advantage emerges as studies indicate that in the U.S., average Uber or taxi rides can cost around $3 per mile compared to ownership costs of about $0.70 per mile. Thus, initiating this service will likely start with a small number of vehicles designed to validate the concept, gradually ramping up as demand increases.

Economic Implications of Automation

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The economic landscape in different regions enhances the attractiveness of the Tesla robo-taxi model. In wealthier countries, where the cost of human labor is substantially higher, there’s a larger economic incentive to replace human drivers with autonomous technology. In contrast, labor costs in places like Thailand are significantly lower, leading to a slower transition to a robo-taxi economy.

Nonetheless, as the technology matures, it’s anticipated that consumers in all regions may gradually shift away from vehicle ownership. The expectation is that, as operational costs shrink and the convenience of robo-taxis becomes evident, the average consumer will have compelling reasons to forgo owning a personal vehicle.

Long-Term Projection: The Future of Transportation

Part 6/8:

Initial predictions suggest that robo-taxi rides in the U.S. could cost around $2 per mile, which is still lower than traditional options. Such affordability could compel many to rely on robo-taxi services rather than managing car ownership. This shift would also be influenced by the efficiency of self-driving technology. While Tesla's initial focus will be on wealthy countries, the ripple effects could extend to nations like Thailand in the not-so-distant future.

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In America, the typical person drives around 15,000 miles per year (approximately 25,000 kilometers), while those in Thailand may drive about 20,000 kilometers annually. The sheer volume of mileage that robo-taxis could accumulate, often around 100,000 to 150,000 kilometers a year, plays a vital role in reducing overall costs and increasing service viability.

Taking into account these factors, affordability, efficiency, and the reliability of robo-taxis hint at a future where personal car ownership dwindles significantly over the next decade.

Conclusion: Embracing a New Era of Mobility

Part 8/8:

In conclusion, the future of transportation as envisioned by Tesla is set to revolutionize how we think about travel. By prioritizing AI, robotics, and automated taxi services, Tesla is moving toward an era where vehicles are not just modes of transport but integral components of a broader network of automated services. Transitioning to a society where reliance on personal car ownership diminishes opens up new opportunities, challenges, and the potential for safer and more efficient travel solutions.

For a deeper dive into this transformative vision and to access more content related to this topic, subscribers can explore additional resources available on platforms such as YouTube and Patreon.