Do Robotaxis Really Have Any Hope?

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We have dropped a lot of virtual ink on the topic of robotaxis in the past several years. I have to admit that I was once more bullish about them than I am now, even

as the technology marches on and new milestones are set. But in all of this time, I feel like one side of the argument hasn’t often been well expressed or thoroughly expressed. Well, it’s more of a “both of these things can’t be true” argument.what I’d say is a brilliant comment on this topic. It’s straightforward and fairly simple, but thorough and well explained. And it is simply written in a way that I find it hard to refute.

If TAAS can undercut ride hailing prices , then you would think that more people would choose to use that instead of owning their own vehicles. But on the other hand, TAAS will be competing with personal vehicle ownership that will likely be substantially cheaper than personal vehicle ownership is today . So the mileage breakpoint at which personal ownership is cheaper than TAAS may not be much different than it is now with ICE ownership vs.

 

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This article has not been pressure tested with data. “Now the easy answer is that TAAS would have lower labor expenses, but Lyft and Uber already have pretty low labor expenses, and they’ve also outsourced all responsibility for vehicle purchase, fuel, maintenance…” 1/

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