Cathie Wood's Ark Invest Sees Tesla Unlocking $11 Trillion Revenue Potential With Robotaxi Fleet, Eclipsing Uber And Lyft
Cathie Wood's Ark Invest Sees Tesla Unlocking $11 Trillion Revenue Potential With Robotaxi Fleet, Eclipsing Uber And Lyft
"Without safety drivers, Tesla has suggested that, at scale, its robotaxi rides will cost consumers only $0.30-0.40 cents per mile, slightly higher than ARK's estimate of ~$0.25 per mile but well below current ride-hail costs of ~$2 per mile and personal car ownership costs of ~$0.70 per mile," Ark said.ARK Investment Management said on Monday that Tesla Inc.'s (NASDAQ:TSLA) driverless ride-hailing plans could unlock $11 trillion in revenue potential, exceeding the total addressable market that ride-hailing companies Uber Technologies Inc. (NYSE:UBER) and LYFT Inc. (NASDAQ:LYFT) target today.
Ark投資管理週一表示，特斯拉公司（納斯達克股票代碼：TSLA）的無人駕駛載客計劃可能會釋放11萬億美元的營業收入潛力，超過了今天乘車應用公司優步科技公司（紐交所：UBER）和lyft公司（納斯達克：LYFT）目標的總可尋址市場。
What Happened: "In our view, Tesla should enjoy a price umbrella at its robotaxi launch, thanks to the high level of current ride-hail prices... while leveraging a lower cost per mile than the average vehicle on the road," Ark Invest analysts wrote in their weekly newsletter.
發生了什麼："在我們看來，特斯拉在其機器出租車推出時應享有價格保護，這要歸功於目前乘車應用價格的高水平...同時利用每英里的成本低於路上平均車輛的優勢，" Ark投資分析師在他們的每週簡報中寫道。
The lower operating costs of electric vehicles as compared to gas vehicles could help Tesla undercut rival ride-hailing platforms and the lower cost per mile could make it more profitable than owning a car, they said.
與燃料車輛相比，新能源車的較低運營成本可能有助於特斯拉削價競爭對手的載客平台，每英里的低成本可能會使其比擁有汽車更具盈利性，他們稱。
"Without safety drivers, Tesla has suggested that, at scale, its robotaxi rides will cost consumers only $0.30-0.40 cents per mile, slightly higher than ARK's estimate of ~$0.25 per mile but well below current ride-hail costs of ~$2 per mile and personal car ownership costs of ~$0.70 per mile," Ark said.
"特斯拉已經提出，在規模上，其機器出租車的乘車成本僅爲0.30-0.40美分/英里，略高於ARK估計的~0.25美分/英里，但遠低於當前的乘車應用成本約爲2美元/英里和私人汽車所有權成本約爲0.70美元/英里，" Ark表示。
Why It Matters: During its third-quarter earnings call earlier this month, Tesla CEO Elon Musk said that the company expects to start a ride-hail service in Texas and California starting next year, subject to regulatory approval.
爲什麼這很重要：在本月早些時候舉行的第三季度業績會上，特斯拉CEO埃隆·馬斯克表示，該公司預計明年開始在德克薩斯州和加利福尼亞州開展載客服務，需獲得監管批准。
However, the vehicles might not all operate as driverless robotaxis but with a driver as some states demand it until the company touches certain milestones in terms of miles and hours driven, the company then said.
然而，這些車輛可能並非全部都是無人駕駛出租車，而是由於一些州要求在公司觸及一定的英里數和行駛小時數的里程碑之前，要求有司機駕駛。
However, Musk expressed confidence about the company operating driverless paid rides sometime next year.
然而，馬斯克對公司在明年某個時候開始運營無人駕駛付費乘車表達了信心。
Tesla also unveiled a no-pedal, no-steering wheel dedicated robotaxi product earlier this month called the Cybercab. Cybercab, Musk then said, will enter production 'before 2027' and will be priced below $30,000. Until then, the ride-hail fleet will be composed of the company's Model 3 and Model Y.
特斯拉還在本月早些時候發佈了一款無踏板、無方向盤的專用機器人出租車產品，稱爲Cybercab。馬斯克隨後表示，Cybercab將在"2027年之前"投產，定價低於30,000美元。在那之前，載客車隊將由該公司的Model 3和Model Y組成。
Price Action: Tesla's stock declined 2.5% on Monday to close at $262.51. Year-to-date, Tesla's shares are up 5.7%, according to Benzinga Pro data.
股價走勢：特斯拉股票週一下跌2.5%，收於262.51美元。根據彭博專業數據，特斯拉股價年初至今上漲了5.7%。
Uber's stock closed marginally up by 0.1% at $77.69, while Lyft gained 3.6% to close at $13.89 on Monday.
優步股價週一微漲0.1%，報77.69美元，而lyft inc股價上漲3.6%，收於13.89美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
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Photo courtesy: Tesla
圖片提供：特斯拉
譯文內容由第三人軟體翻譯。
