More taxis mean more CAPEx, mean utilization goes down off-peak, bothe of which result in lower profitability. Robot driver or not, basic financials and operat

More taxis mean more CAPEx, mean utilization goes down off-peak, bothe of which result in lower profitability. Robot driver or not, basic financials and operational constraints still apply. They can only be ignored for quite a while if a company has endless VC money, unit economics ultimately catch up so, always.