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From an investment perspective, the key metric is deployment size—specifically, reaching the 1,800 vehicle threshold. Achieving this could meaningfully boost Tesla’s cash flow and stock valuation, as it would demonstrate that autonomy is a viable, profitable reality.
The discussed “forcing function” emphasizes that once Tesla hits around 1,800 autonomous vehicles, the company’s financial and operational case becomes undeniable, and the stock could experience upward revaluation before this point—as investors anticipate the milestone.
Conclusion: The Road Ahead
Tesla's autonomous taxi ambitions are becoming increasingly tangible. The upcoming months are critical, with regulatory approvals, fleet deployments, and operational milestones set to unfold.