Part 7/10:
Analysts are now discussing Tesla's ability to dominate the autonomous market, with some even conceptualizing a trillion-dollar opportunity—an outcome previously dismissed as overly optimistic. This newfound confidence arises because the market is starting to see that Tesla has already launched in key regions, collecting data and refining their systems, making their vision-only approach not just a theoretical advantage, but a practical reality.
The Implication of Regulatory and Market Dynamics
Some analysts like Craig Irwin pointed out factors such as the ending of the EV tax credit subsidies, which were previously propping up certain competitors. As subsidies decline, companies relying solely on government incentives are scaling back, which benefits Tesla by reducing competition.