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Fast Scaling (Yellow): Rapid deployment, reaching thousands of Robo Taxis quickly.
Expected (Red): A moderate growth trajectory aligned with current trends.
Slow Pace (Blue): Minimal expansion, lagging behind projections.
The models emphasize a critical green line, representing when Robo Taxi-generated free cash flows reach about 5% of Tesla’s annual free cash flow (roughly $4.2 billion). Crossing this milestone could trigger an inflection point where the company’s valuation and stock price could surge dramatically—potentially aiming toward a $1,000 price target in the near term.
The "Forcing Function" Effect
Once Robo Taxi free cash flow surpasses this green threshold, the market’s perception is likely to shift decisively. At this point: