Part 5/13:
Tesla's strategy extends beyond merely selling cars. Elon Musk is redirecting capital into autonomous driving, AI, and robotics, with the rollout of Tesla’s robo-taxi fleet already underway in Austin and the Bay Area. Musk has ambitious targets: by the end of 2025, he claims nearly 50% of the U.S. could be covered by robo-taxis, enabling a new mobility-as-a-service economy. The economics are compelling—Tesla’s robo-taxis are targeting operational costs as low as 25 cents per mile, compared to the current U.S. average of around 72 cents per mile for personal vehicle ownership. Industry analysts like ARK Invest project that by 2030, up to 90% of Tesla's value could stem from fleet services rather than individual car sales.