TESLA'S ROBOTAXI EDGE: VERTICAL INTEGRATION AND SCALE ARE THE REAL GAME-CHANGERS ARK's Tasha Keeney broke it down: scaling robotaxis boils down to vertical integration and sheer fleet size. Tesla's in-house everything slashes cost per mile and lets them ramp fleets faster with less cash burn. Bigger fleets mean cars stay busy longer, and higher utilization is the magic lever that drops ride prices and flips the switch to profits. Source: @herbertong