New analysis finds @Tesla robotaxi rides significantly undercut competition on pricing. "In its analysis, Obi found that Tesla’s robotaxis are significantly less expensive than Waymo, and even Uber and Lyft — but have longer wait times. Tesla’s robotaxis were so cheap that it recalled the early days of Uber. The average price of a Tesla robotaxi ride in San Francisco was $8.17, and rarely exceeded $10 per trip, according to Obi’s analysis. That’s way cheaper than the next cheapest option, Lyft, which averages $15.47 per ride. Tesla was averaging $1.99 per kilometer, the lowest figure of that category that Obi had ever seen in its reporting. Compare that to Waymo’s $5.72 per kilometer, and you start to get the picture of how Tesla could shape the competitive landscape." The report is based on over a month of data collected between November 27th, 2025, and January 1st, 2026. A total of 94,348 rides from Waymo, Tesla, Uber, and Lyft were included as part of the dataset.