Part 6/10:
A critical insight is Tesla’s need to balance cautious deployment with aggressive scaling. They may begin deploying robo taxis at a conservative pace (say 10 units) but could significantly accelerate as operational limits are better understood and managed. The key point is that Tesla is likely to scale faster than most realize, potentially reaching a hypothetical capacity ceiling in a matter of weeks, after which operational challenges will emerge.
This scenario underscores two pivotal points:
The likelihood of rapid short-term growth driven by robo taxi deployment.
A subsequent plateau or pause as operational hurdles are addressed.