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He compares this to traditional ride-hailing services like Uber but notes that Tesla's model will integrate vehicle ownership and autonomous ride services. Tesla owners will be able to deploy their vehicles into the network while they're parked, creating a passive income stream for owners, which could revolutionize the ride-hailing industry.
He envisions significant earnings growth—potentially up 12-20% over the next couple of years—making Tesla a highly attractive investment in the near term. The core of this future success hinges on regulatory approval and technological advancements, especially in their Optimus humanoid robots.