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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.
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Tesla’s Dynamic Pricing and the Future of Ride-Hailing: Is Uber Finished?
In this clip, we explore recent developments in Tesla’s dynamic pricing model and its impact on the ride-hailing market. We discuss Tesla’s move to per-mile pricing in their Robotaxi network, which significantly undercuts traditional ride services like Uber. The conversation highlights how Tesla’s profitability could soar with a 40-cent profit per mile and how Uber might struggle to compete. We delve into the superiority of Tesla’s technology and customer experience over current offerings from Uber and Waymo, supported by real-world examples and data. The episode also touches on the potential decline of Uber and Lyft’s market share in the face of these advancements.
00:00 Tesla’s Dynamic Pricing and Profitability
00:55 Tesla vs. Uber: The Competitive Edge
02:17 Real-World Examples of Tesla’s Impact
04:39 Waymo’s Market Share and Uber’s Decline
06:42 Personal Experiences with Ride-Hailing Services
12:01 The Future of Autonomous Ride-Hailing
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