TSLA robotaxi runrate may approach $50 million per week, Freda Duan notes

TSLA robotaxi runrate may approach $50 million per week, Freda Duan notes
TSLA robotaxi weekly run-rate estimate

Freda Duan suggested that TSLA robotaxi could achieve a weekly run-rate annual recurring revenue (ARR) of $50 million, based on publicly available data. Duan compared this figure to approximately one-tenth of Waymo's total gross booking.

Earlier, Duan reported that Tesla's robotaxi completed 438,000 driverless miles in Austin over one week, surpassing Waymo's Q2 weekly average of 406,000 miles in the same period.Read more. In a separate analysis, she noted OpenAI’s reported pursuit of a $1.4 trillion valuation and commented on its implications for Anthropic’s IPO considerations.Read more. These developments provide context for Duan’s latest comparison between Tesla and Waymo’s robotaxi revenue projections.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.