Subject: Re: A $10 Trillion Market?
The main flaw I see in this analysis is that Tesla doesn't actually have AV ride hailing.

That, and the unreasonably low cost per mile they use for autonomous ride hailing. I at least understand why they think the Cybercab will have a very low cost for the vehicle compared to, say, Waymo. Optimistic, to be sure - but you can at least articulate why Tesla might have some low cost magic that would let them deliver a $25K vehicle. But I have no idea how they got to such a low cost of operations, insurance, finance, and maintenance.