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Goldberg foresees a shift in Tesla's revenue landscape. While he acknowledges that vehicle sales may see fluctuations, he argues that Tesla's future income will predominantly stem from its innovations in autonomous ride-hailing services and robotics. He stresses that there is significant consumer demand for electric ride-hailing services, even among those who might publicly express discontent towards Musk.
There's an inherent disassociation in consumers' willingness to engage with a Tesla in a ride-share capacity compared to owning one. Goldberg has gathered insights from Uber drivers and consumers alike, noting that many view the use of a Tesla for ride-hailing as a practical choice devoid of political implications.