Part 6/10:
They further criticize Gary Black for not employing a comprehensive, first-principles analysis. Despite claiming to believe in Tesla’s AI and autonomy advancements, Black reportedly assigns a market cap to robotic taxis that is only about a million units, equating the market to industrial robots and ignoring the broader, emerging AI-driven market space. This perspective is dismissed as flawed and outdated, considering the magnitude of Tesla's ambitions.