Part 7/9:
Despite the centerpiece focus on the robo-taxi model, ARK's forecasts also emphasize growth in Tesla’s electric vehicle production, with expectations of a rise from 1.8 million units to as high as 16 million by 2029. This brings forth the discourse on the company’s manufacturing scalability and capital efficiency improvements, with future projections underlining the importance of innovations like Optimus robots and stationary energy storage systems.
While Tesla's humanoid robot and semi-truck programs are not included in ARK’s current pricing model, they represent substantial areas for future revenue that could significantly alter financial forecasts.