Part 5/9:
Beyond Charging: The Autonomous Taxi Platform
Tesla’s future valuation is not limited to traditional vehicle sales or infrastructure. The company's development of a fully autonomous taxi platform is projected to generate margins of 80-90%, vastly outperforming typical EV margins of 25-30%. This autonomous platform, combined with the scaling of vehicle production, could push Tesla's overall profit margins above 50%.
This revenue stream remains underappreciated by many analysts. Currently, Tesla’s stock valuation often ignores the immense potential of the autonomous taxi network. Experts suggest that if Tesla successfully scales this platform, it could dramatically increase its market cap due to high margins and scalability.