Part 4/11:
Tesla’s manufacturing capacity is robust, with the potential to produce up to a million vehicles annually, including Cybertrucks and Model Y variants. The critical bottleneck isn’t production but regulatory approval and operational readiness. The binary aspect—Tesla either accomplishes full autonomous operation or it doesn't—adds a level of certainty to the valuation, making the anticipated hypergrowth more plausible.
The potential scale is staggering, with the model estimating 600,000 to 1.6 million robo taxis by the late 2020s, and even 100 million robo taxis deployed around 2037. The implication: a digital fleet transforming transportation and significantly inflating Tesla’s valuation.