[4kchiefofstaff]

I did a basic napkin calculation in the other comment. The price of the car is not that relevant per km than you make it to be.

I think self driving will be a commodity in the long term and every car will be able to do it. If Tesla will solve it purly by cameras, every other car manufacturer will be able to add this too. Perhaps a few years later but they will be able to do it too.

So Tesla has to leverage the first mover advantage, and they are loosing this already.

And while Musk says robot taxis are fundamental to tesla, the taxi market is actually not that big. All the broad nice areas like small cities etc. will buy a small fleet of cars and i don't think the price point of a Tesla will that crazy much cheaper than whatever everyone else will have that it will be obvous for everyone to just buy the Tesla model.

I alone will not use Tesla alone for Musk. Despite that, people might want to pay a euro more to have a SVU to have space or higher entry point than choosing the cheapest Tesla model to drive with.

Tesla can't flood the market very easily. If they could, they would have done it. And its expected that Tesla will not suddenly find the solution to their problems. They are optimizing away the next 9 at the 9x% reliability. Every additional 9 will take the same amount as the previous 9. And the nines are quite relevant if you look how many km these cars will have to drive.