Tesla Robotaxi Alicorn Leak Reveals Profit Model

● Tesla RoboTaxi ‘Alicorn’ Leak – Revenue Model, Waymo Rivalry.

Tesla Robotaxi and Project Alligon: A Summary of the Autonomous Driving Paradigm Shift

Tesla Electric Vehicle Market’s Pricing Strategy

Tesla has released a new Model Y Long Range rear-wheel-drive version.
The new car’s base price is $44,990, but with the $7,500 electric vehicle tax credit, the actual purchase price is reduced to $37,490.
The introduction of the Model Y is approximately $4,000 cheaper than the existing front-wheel drive, increasing consumer accessibility.
This price competitiveness is expected to be a key strategy for expanding the electric vehicle market share.

Autonomous Driving Technology and Robotaxi System

Tesla’s robotaxi function is likely to be implemented with a simple app update.
In fact, Alligon-related commands have been found within the Tesla app.
It provides passengers with various functions such as destination input, vehicle arrival time information, seat belt confirmation, and an emergency request button.
In the early stages, a safety supervision function is included to allow some drivers to ride in the vehicle.
This system heralds the evolution of autonomous driving systems and is an innovation that transforms the future concept of vehicle ownership into a ‘revenue-generating asset’.

Project Alligon: Symbolism and Future Vision

Alligon is the internal code name for Tesla’s robotaxi system, combining elements of Unicorn and Pegasus.
The name signifies rare and innovative technology and free leaps.
Through this, Tesla builds a platform based on safety and trust in the era of full autonomous driving, creating a structure in which consumers can directly participate.
It is expected to deviate from the traditional concept of vehicle ownership and transform into a ‘vehicle that generates revenue’.

Revenue Model and Competitive Structure

Tesla’s robotaxi can travel approximately 90,000 miles per year when operating for 8 hours a day, with an estimated net profit of approximately $0.65 per mile.
Accordingly, annual revenue is estimated at approximately $58,000, but may be somewhat lower when considering actual insurance and tax costs.
Compared to competitor Google Waymo, Waymo charges higher rates due to its different vehicle ownership and management methods.
Tesla is expected to have a strong competitive advantage in the market by focusing on the platform and implementing a matching system where vehicle owners directly operate their vehicles.

Future Prospects and Changes in Consumer Lifestyle

All of this heralds the transition to autonomous driving and lifestyle innovation beyond simple technological advancements.
A new routine is expected to begin where vehicles earn money on their own before going to work and return home after work.
Tesla’s robotaxi and Alligon project are expected to create a significant reaction centered on electric vehicles, autonomous driving, robotaxi, platform, and Tesla-related SEO keywords in the future.

Summary

Tesla has increased price competitiveness by releasing the Model Y Long Range rear-wheel-drive version.
The robotaxi system linked to autonomous driving technology is expanding its functions by utilizing the existing Tesla app.
Project Alligon was named with inspiration from Unicorn and Pegasus and symbolizes the future vision of autonomous driving systems.
The revenue model is expected to achieve approximately 90,000 miles per year when operating for 8 hours a day, with a net profit of $0.65 per mile, but cost variables need to be considered.
All of these strategies herald the transition to future lifestyles and economic paradigms centered on electric vehicles, autonomous driving, robotaxi, platform, and Tesla-related SEO keywords.

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● Tesla’s Deliveries, Not a Disaster – Wave Three Begins!

Tesla’s Delivery Volume, Robotaxis, and Interest Rate Outlook: A Summary of the Latest Economic Issues

1. Analysis of Weekly Insurance Registrations and Delivery Volume in China in Early May

Tesla’s insurance registrations in China for the first week of May were recorded at 7,300 units.
This is a significant increase compared to the 103 units from the previous week.
However, at the same time, the 18th consecutive week of declining sales in China was observed.
Considering the Labor Day holiday effect in early May, the figures may not seem low.
These trends have a significant impact on Tesla’s economic outlook regarding electric vehicles and car sales.

2. Total Sales in April and Recovery Trend in Production

Total sales in April from Giga Shanghai were confirmed at 58,459 units.
Although it decreased compared to March after the Model Y refresh, the year-on-year decline narrowed to 6%.
It shows a rapid recovery after a sharp decrease due to factory shutdowns (50% decrease from the previous month).
The trend of normalizing sales and production is positive for increasing electric vehicle market share and improving the economic outlook.

3. Estimation of Sales and Export Volume in China

Based on weekly insurance registrations in China, the estimated sales in China for April are calculated to be 28,694 units.
Subtracting this figure from the total sales, the export volume is estimated to be approximately 29,765 units.
Changes in the proportion between exports and domestic sales demonstrate Tesla’s global delivery stability.
This data acts as a positive signal for car sales and the growth trend of electric vehicles.

4. Expansion of the Electric Vehicle Market and Negative Tone of the Media

Although some media outlets claim that the era of electric vehicles is over,
global electric vehicle sales continue to increase, and market share is rising year-on-year.
From 2% in 2019 to 13% in 2024, it is expected to increase further in 2025.
The overall increase in sales and the electric vehicle market, which has grown 30 times since 2015, supports a positive economic outlook, contrary to negative reports.

5. Robotaxis and FSD Code Updates – Focus on Future Revenue Momentum

Tesla is accelerating the development of software related to robotaxis and FSD.
The identification of the software code ‘Ellicon’ shows the potential for the development of autonomous robotaxis.
This code includes various functions such as customer pickup, message transmission and reception, destination input, and seatbelt fastening.
If the robotaxi service, which is scheduled to start in June, is successful, it is expected to be a new growth driver for EPS in addition to car sales.

6. Interest Rate Outlook and Overall Vehicle Demand in the Economy

The current benchmark interest rate remains at 4.5%,
and the market expects the same level on June 18.
From July 30, there is a possibility of a 25bp reduction, and it is expected to fall to 4% on September 17.
A cut in the benchmark interest rate is expected to reduce the burden of vehicle purchases, thereby promoting overall car sales and electric vehicle demand.

7. SpaceX Starship Launch Permit and Future Outlook

SpaceX has received permission for 25 Starship launches per year in Texas.
As the number of launches has increased compared to the past,
the possibility of Starship launch tests being conducted twice a month is increasing.
This news from the space industry is noteworthy from the perspective of the global economic outlook and technology investment.

< Summary >
From Tesla’s insurance registrations in early May to total sales in April, estimated sales and exports in China,
recovery of production after the Model Y refresh, and confirmation of positive status in response to the expansion of the electric vehicle market and negative media reports.
In addition, various economic issues such as robotaxis and FSD updates, interest rate cut prospects, and SpaceX Starship
launch permits are unfolding in chronological order. All of this content focuses on key SEO keywords such as Tesla, electric vehicles, economic outlook,
car sales, and market share, showing the flow of the global economy.

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