Part 6/10:
Dorshimer emphasized that, if Tesla scales their fleet aggressively, they can keep passenger wait times low by meeting high demand. This level of scalability and cost efficiency effectively positions Tesla not just as an automaker, but as a dominant mobility-as-a-service provider with potential trillion-dollar valuation prospects.
The End of Short-Term Skepticism
The narrative shift signals that recent operational successes—such as the incident-free deployment of robo-taxis in Austin and expansion into California—are pivotal. Previously held skepticism about Tesla's ability to scale autonomous systems is giving way to acknowledgment that vision-only systems are not only feasible but superior.