Part 1/10:
The Future of Tesla and the Robo Taxi Debate
As electric vehicles (EVs) become increasingly mainstream, the narrative surrounding Tesla has shifted dramatically over the years. No longer just seen as an EV manufacturer, Tesla is now positioned by some investors as a technology startup focused on revolutionizing transportation through autonomous driving and ride-sharing—a vision that has become central to many investment theses surrounding the company. In a recent debate, panelists Gary Black, Drew Dixon, Larry Goldberg, and EMTT Peppers delved deep into Tesla's future, particularly its ambitious plans for a Robo Taxi network.