Part 6/11:
Many analysts, including RBC Catalan, now recognize that full self-driving and RoboTaxi services will generate trillions of dollars in value. Their models project that a significant portion—possibly 70%—of Tesla's stock price target stems from RoboTaxi and autonomous driving opportunities. Even with conservative timelines extending well into 2030 or beyond, the potential valuation impact remains immense.
For example, some estimates forecast that by 2035, it could be feasible to enter a Tesla, input a destination, and be driven safely and autonomously—surpassing what most humans can achieve behind the wheel. This paradigm shift between mere speculation and tangible technological progress marks a critical inflection point for Tesla and its investors.