原推:Interesting implications for robotaxi in a usage-based (rather than unit-sales-based) incentive structure.
Robotaxi utilization rates should be ~10x traditional EVs, and robotaxi systems should win miles share from the existing internal combustion engine fleet. https://t.co/23Ym1dtYe3
Tesla is seeking changes to the RFS that will allow it to earn renewable fuel credits based on kilowatt hours driven or similar metrics. The company has also explored partnerships with biogas-producers to give them leverage in whatever market emerges from the new rule.