bearish
A Comparison of Tesla’s Cybercab and Baidu’s Apollo Shows the Latter Must Improve
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260 Views11 Nov 2024 23:43
SUMMARY
- Tesla's Cybercab is expected to be under $30,000 in price, with production costs of ~$25,000 and operating costs of 30-40 cents per mile.
- We found Baidu's robotaxi to be faces 50% higher daily total costs and runs a fleet of 600 autonomous vehicles.
- To compete with Tesla’s Cybercab by 2026, Baidu must significantly reduce its operating costs. Tesla's lower price and efficiency could capture a larger market share.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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