By Yahoo Finance Video
Publication Date: 2026-01-24 13:00:00
00:00 Speaker A
More broadly, just beyond just Tesla, when you think about the economics of a robo taxi market, Ross. Like not near term, not medium term. Let’s think long-term.
00:10 Speaker A
What do what does that look like to you? What what do you think growth and margins for such an industry could look like?
00:16 Ross
You know, I spend a ton of time thinking about this because of Tesla and because of Google, which is now my largest investment in my fund GK and also for my firm where or that’s not true Nvidia is still larger, but but in my fund, Google is our top pick right now and and you know, because they’ve solved so many of of these issues. So longer term, what does this look like? Well, it looks like an ad platform to me.
00:33 Ross
Because it only cost about a dollar a mile or less to buy a Tesla and just drive it around. So until the cost is below a dollar a mile, which right now it’s about three times that cost to run to use…
