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Manufacturing Bottleneck_ Why Robo Taxis Won't Take Over by 2030
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Uploaded At 1 month ago ^^
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RYD date created : 2025-08-16T05:14:29.755536Z
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6 Comments

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@jankohrasko5744

1 month ago

They could easily shift 15% of U.S. Model Y production to the robotaxi fleet that’s about 80,000 units a year. And here’s the kicker: Tesla’s U.S. factories aren’t running at full throttle. Fremont can build 550,000 Model 3/Y annually, Giga Texas adds another 250,000, yet actual output is closer to 600,000. A modest ramp is totally realistic and setting aside 150,000 of those as robotaxis would fast-track the rollout.
And that’s just the warm-up. Tesla’s purpose-built Cybercab robotaxi is slated for production in 2026, with ā€œsignificant volumeā€ by 2027. At that pace, Uber and traditional taxis could be staring at an existential crisis inside two years. So even with possible delays...2030 its over.

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@Denali_AK

1 month ago

I think you've drastically underestimated the drone production industry.

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@mpdnly

1 month ago

Tesla can manufacture over 1 million robotaxis per year. Additionally tesla can summon over a million more privately owned Teslas with FSD for rideshare at the flip of a switch

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@sadkosadko5747

1 month ago

Are drones flying by themselves? I don’t think it’s possible someone have to operate

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@ytlongbeach

1 month ago

this is a bad argument against Robotaxi taking over Uber drivers.

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