Jul. 15 at 2:43 PM
$DIDIY $DIDIY About the future,
I m expecting average net profits per robotaxie in china around
$10.000/ year
Net profits for humanoid care taker, cleaning, dogwalking etc will be around
$10.000 /year as well.
Kargobot is aiming for 100.000 trucks by 2030. Didi has 40% of Kargobot.
Didi was aiming 1 million robotaxies by 2030. But with delays in giving licenses, I guess we better move that figure to 2033/2035
Humanoids is a question but by 2035 there will be a huge amount of elderly people in China.
All the rest is bonus. ( Smart traffic lights system, UAE,Japan, Brazil, Mexico, selling R2 to European fleets ( maybe Bolt)Mona sales in and out of China etc.
But do not expect soon a very high pps. It will take at least untill 2028 to see how slow or quickly Chinese main cities are giving licenses.
Tomorrow the 30 day appeal period is over. So I expect within 4 weeks Didi will have hkex hearing. Till then Goldman is pretty much obligated to keep the pps in a tight range.
Cheers