Part 6/16:
He emphasizes that the market seems to have baked in Tesla’s dominance over companies like Wimo, Uber, and Lyft in the ride-hailing realm, with the expectation that Tesla will not only catch up but surpass them swiftly. However, he warns that if the rollout is delayed, or if safety incidents occur, the market could swiftly re-evaluate these prospects, leading to significant declines.