Part 3/13:
However, once Musk and Tesla committed to tackling this challenge seriously—investing heavily on internal AI development and hardware—confidence grew. The recent model updates, especially the improvements introduced with the latest versions, have dramatically increased faith in Tesla’s ability to achieve full autonomy. Now, analysts estimate that nearly 90% of Tesla’s enterprise value by 2027 could be attributable to the robotaxi network—up from around 66% just a year ago—largely due to the accelerating progress in AI and fleet data collection.