Part 9/14:
In the financial realm, this technological leap has begun to influence industry valuations. Recent analyst reports reveal a surge in Tesla's stock price targets, with notes emphasizing the significance of Tesla's "disruptive" autonomy capabilities. One notable update increased Tesla's valuation multiple from 15x to 30x EBITDA—doubling on the basis of heightened confidence in Tesla's autonomous potential.
Some analysts explicitly acknowledged that Tesla now holds a distinct, unmatched advantage: the ability to deliver generalized autonomy at scale. They suggest that when it comes to the autonomous vehicle industry, Tesla has carved out a scarcity value—a unique position that no other company currently shares.