EXCLUSIVE: Tesla Already Won The Robotaxi Race

The robotaxi market is shifting toward a structural advantage for Tesla, as detailed in a recent Newstreet Research report analyzed by investment advisor Cern Basher. Waymo currently faces a "capital efficiency wall," where high unit costs and fixed-fleet constraints limit local scalability and profitability. In contrast, Tesla leverages vertical integration, lower vehicle costs, and the potential to integrate customer-owned vehicles into its network to achieve superior unit economics. Three critical catalysts—the removal of safety drivers, the rollout of unsupervised Full Self-Driving (FSD), and the production of the Cybercab—position Tesla to scale rapidly and undercut competitors. While Uber is expected to remain a resilient player by partnering with other robotaxi operators, Tesla’s ability to operate profitably at lower price points suggests it will capture the majority of market growth as autonomous transportation becomes more accessible.