CyberCab Fleet vs $TSLA Stock: Which Actually Makes You Richer?🤯

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00:00 Introduction
02:31 Top 8 Cybercab Fleet Scenarios Analyzed
3:18 Crazy Cybercab Math
05:04 Uber Waymo Data
06:18 IA Model Estimated Assumptions
08:22 Scenario 1: Bear
10:47 Scenario 2: 10 Base
11:55 Scen 3: 10 Optimistic
13:08 Scen 4: 3 Moderate
14:34 Scen 5: Scaled
16:10 Scen 6: Pessimistic
17:09 Scen 7: Dream
18:25 Scen 8: The 1 Car POC
19:35 Lessons Learnt from Sensitivity Analysis
20:42 Results from the IA Sensitivity Analysis
23:18 Cybercab vs TSLA Stock
24:04 Reminder: Transportation has Changed
24:20 Tesla Cybercab & Robotaxi Comprehensive Q&A on Liability, Economics, and Operations
24:55 Cybercab Useful Life & Replacements
25:24 Who is Legally Liable?
25:45 Insurance Coverage & Costs
26:11 Commercial AV Policies
26:21 Cleaning & Vandalism
26:56 Downtime & Repair Logistics and Cybercab vs Model 3/Y
27:40 Tesla's Revenue Share and Break-Even & ROI Timelines
28:00 Budgets & Fleet Scaling and Fleet Ownership Structures
28:38 International Operations and Non-U.S. Resident Operations
29:24 Unsupervised FSD Timeline and Crash Rates & Safety Data
30:08 Depreciation & Resale Value and Market Saturation & Fleets
30:21 Realistic Utilization Rates and Time-Based Availability
32:05 Operations & Dispatching and Facility Requirements
32:41 Hybrid Plans & Scaling Up and Strategies for Small Owners