# AI infrastructure stocks — X 热门讨论 (2026-09-15 00:14 UTC)

## @MelvinInvests (Melvin) · 09-14 20:44 · ♥32 ↻4 💬11 Tesla’s robotaxi army is coming for Uber and Uber has no defense against a rival that owns the entire transportation stack (Save this).

Tesla controls the vehicles, autonomous driving software, charging infrastructure and customer relationship while Uber owns the marketplace but it depends on drivers or external robotaxi partners to provide the actual transportation.

JPMorgan projects that Tesla’s robotaxi revenue will grow from virtually nothing in 2026 to $319 billion in 2035.

Approximately $314 billion would come from Tesla owned vehicles, while only $5 billion would come from commissions on privately owned vehicles.

This model turns Tesla into the manufacturer, fleet owner, software provider and ride hailing platform simultaneously. Instead of collecting only a platform fee, Tesla can collect nearly the entire fare.

Uber’s current model connects passengers with drivers and keeps a percentage of each transaction while removing the driver threatens that structure because Uber will need autonomous-vehicle partners to supply both the vehicles and driving technology.

Tesla does not need Uber to reach customers because it can operate through its own application and Uber needs access to competitive autonomous vehicles because human drivers represent one of the largest costs in its network.

Cybercab is also being designed specifically for autonomous transportation rather than adapted from a conventional passenger vehicle.

Its dedicated design should reduce manufacturing, maintenance and energy costs while allowing Tesla to optimize the vehicle for high utilization.

Tesla reported more than 380,000 unsupervised robotaxi miles across six cities during the second quarter of 2026, with no notable safety incidents according to management.

Every additional mile expands Tesla’s driving data, improves system validation and supports expansion into more markets. Tesla can also coordinate charging, cleaning, maintenance, insurance and software updates across its fleet.

The economics become extremely powerful at scale. An autonomous vehicle can operate for far longer each day than a human driven car without paying a driver, allowing Tesla to spread the vehicle’s cost across more trips.

Uber still has a large customer base, global reach and partnerships with several autonomous-vehicle developers and it generated more than $58 billion in quarterly gross bookings during the second quarter of 2026, while trailing 12-month free cash flow exceeded $10 billion.

However, Uber risks becoming a low-margin distributor for fleets owned by other companies while Tesla can capture the vehicle margin, software margin and transportation revenue within one integrated system.

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