"Obi, an app that aggregates real-time pricing and pickup times for multiple ridehailing services, published a sequel to its report from last year that analyzed Waymo's prices and rider satisfaction compared to traditional ridehail services like Uber and Lyft. The new report now factors in Tesla's service, since the previous survey represented data prior to Elon Musk's entry into the market."
"In its analysis, Obi found that Tesla's robotaxis are significantly less expensive than Waymo, and even Uber and Lyft - but also have some of the longest wait times in the industry. Tesla's robotaxis were so cheap that it recalled the early days of Uber, when the ridehail company used venture capital cash to significantly undercut legacy taxi operations with dirt-cheap UberX prices."
Tesla's robotaxis are not fully driverless and include safety monitors with access to a kill switch. Obi aggregated real-time pricing and pickup times across multiple ride-hailing services between November 27, 2025 and January 1, 2026, covering 94,348 rides. The analysis found Tesla's robotaxis averaged $8.17 per ride in San Francisco and rarely exceeded $10, substantially below Lyft's $15.47 average. Tesla's service showed some of the longest wait times in the dataset. The low fares echo early Uber tactics of using capital to dramatically undercut legacy taxi operations.
Read at The Verge
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