Jan. 10 at 9:17 AM
$WRD A nice read for the weekend. While Indont necessarily agree with all of it, there’s still some nice insights (and confirmations).
Boston Consulting Group
Robotaxis are advancing past early hurdles with commercial launches in key cities, but BCG predicts gradual global adoption reaching 700,000 to 3 million vehicles by 2035, led by the US and China due to regulatory and cost challenges.
Core Insight
High entry costs (
$15-30M per city), slow scaling (4-6 years per metro area), and uneven consumer readiness (60% in China vs. 30-35% elsewhere) mean evolution, not revolution, with profitability requiring 15,000-20,000 vehicles across multiple markets.
https://www.bcg.com/publications/2026/here-at-last-the-evolution-of-the-robotaxi