Part 9/11:
The potential of Tesla’s robo-taxi to transform its financial outlook cannot be overstated. A key milestone is reaching a threshold where the robo-taxi fleet contributes approximately 5% of Tesla’s 2024 free cash flow, translating roughly to deploying about 2,000 vehicles.
Achieving this will likely trigger a "forcing function" in the market, compelling institutional and retail investors to recognize the value of Tesla’s autonomous ride-sharing platform. Once driven by these figures, Tesla’s stock could rapidly appreciate, potentially reaching $1,000 per share in the near future.