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Morgan Stanley’s recent analyses further bolster this optimistic outlook. The bank now references Tesla’s "Mobility Fleet"—a term likely synonymous with Tesla’s robotaxi network—and predicts that each robotaxi could generate $115,000 in revenue annually by 2030. They estimate this deployment could bring Tesla to a valuation of $218 billion by that year, assuming it successfully deploys its fleet and improves profitability. Such forecasts, though ambitious, are grounded in the belief that Tesla’s full self-driving (FSD) technology will be safer than human drivers before the decade's end, thus accelerating adoption and revenue growth.