Jul. 15 at 9:01 PM
$NIO $GOOG
In Real Terms for a Ride-Hailing Fleet:
Let’s say a robotaxi can make:
•
$50/hour in revenue
• If it fast-charges 2x a day for 30 min, that’s
$50 of lost income/day
• Over a year (365 days):
$18,250 of lost revenue per vehicle
Now scale that to 10,000 vehicles and you’re looking at
$182.5 million in opportunity cost per year.
Battery swapping virtually eliminates this production loss.
Battery swapping makes economic sense for Waymo