Part 8/10:
The Broader Vision: Cybertruck, Robo-taxis, and Growth Catalysts
While the affordable Model is crucial for immediate sales growth, Tesla’s longer-term, groundbreaking developments include the Cybertruck, Autopilot enhancements, and most notably, the robo-taxi project. The anticipated inflection point for robo-taxi profitability is projected around April-May 2026, when profit margins could reach 5% of Tesla’s global revenue.
The upcoming affordable model could serve as a significant catalyst, bridging delays and supporting Tesla’s transformation into a transportation and autonomous-driving giant.