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But we saved everything 🙂.
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.
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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.