Part 10/12:
The critical future milestone is the inflection point around mid-2026, where robo-taxi free cash flow could reach $1.4 billion, compelling Wall Street and investors to recognize Tesla’s true valuation. Once this threshold is crossed, Tesla’s stock could rapidly rise towards $2,000–$3,000 per share, driven by the recognition of the immense profitability of its autonomous fleet.
Long-term Outlook (2030s and Beyond)
Tesla's long-term vision involves a massive global fleet of robo-taxis and humanoid robots—with projections of:
142 million robo-taxis worldwide, representing roughly 10% of the current global car fleet
Continued exponential growth in AI-driven automation, potentially transforming industries and labor markets, with billions in value creation