During a recent earnings call, Tesla's CEO Elon Musk announced plans for paid rides in their full self-driving robotaxi service. In response, Uber CEO Dara Khosrowshahi expressed a desire to partner rather than compete with Tesla, highlighting the potential benefits for both companies. Khosrowshahi emphasized that integrating Tesla's robotaxis into Uber's platform could significantly increase revenue and improve the residual value of Tesla vehicles, citing the large number of trips Uber facilitates daily. This potential collaboration indicates a strategic shift among ride-hailing services as they adapt to advancements in autonomous vehicle technology.
No one wants to compete against Tesla or Elon... Their capabilities are pretty extraordinary, but I think the same economic laws apply to them.
That is going to create much, much more revenue... ultimately that'll increase the value of the Tesla so that the residual value of that car improves.
If Tesla puts their robotaxis on Uber's network, the self-driving cars would join 150,000 other Tesla vehicles on Uber today, adding to an established presence.
I would love to bring Tesla's robotaxi capabilities into Uber's platform, maximizing both the company’s profits and convenience for users.
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