
Goldman says Tesla Cybercab could undercut Waymo by 30 cents a mile. Goldman’s math is that a Cybercab built at roughly $20,000–$30,000 could have a $0.05–$0.30 per-mile cost advantage versus autonomous vehicles costing around $50,000–$100,000. In other words, much of the claimed edge comes from dramatically lower upfront vehicle capital cost, assuming Tesla can manufacture at high volume and operate the cars enough paid miles to spread that cost across the fleet