Part 6/10:
A key tension expressed by many in the discussion revolves around whether consumers will indeed surrender the joy of driving to autonomous vehicles. Both Black and Dixon highlighted the deeper question of value for ride-sharing consumers. Would potential customers accept a Robo Taxi? And how much would they pay for an autonomous ride?
Peppers asserted from his perspective as a retail investor, emphasizing a probabilistic view of Tesla's future based on the company's ongoing developments. He suggested that the excitement about Tesla is more akin to investing in a startup rather than a conventional car company, which plays into the company's valuation at its current price point.