Part 4/10:
One of the core themes discussed is the changing narrative among Wall Street analysts. Just a few months ago, many were projecting years before Tesla could scale autonomous taxis confidently. Now, the consensus is starting to pivot—analysts are acknowledging the potential for Tesla's vision-only approach to succeed, highlighting their rapid-scale capability and cost advantages.
This shift is significant, as it marks a move from the "wait-and-see" stance to one where Tesla's dominance in autonomy is viewed as increasingly inevitable. Many previously reluctant to endorse Tesla's prospects are now openly discussing the company's potential to capture most of the autonomous profits, given their technological approach and data advantage.