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This is the Big Robotaxi Assumption. Namely that at scale, cost per mile will be below 20 cents. This is absurd. $TSLA

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Thanks to its data advantage, vertically integrated manufacturing, and cost-per-mile, we think Tesla can undercut Uber’s pricing umbrella and scale rapidly to dominate in the US—and potentially globally—over the next few years… https://t.co/nkcsDqcItS

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