Part 3/12:
The core of recent analysis revolves around identifying the critical threshold—the number of deployed, operational robo taxis—that would compel Wall Street to recognize the service as a significant driver of corporate valuation. Previously, estimates pointed to approximately 5,000 robo taxis needed to reach an inflection point where Tesla's free cash flow (FCF) from this segment would represent about 5% of Tesla’s total 2024 FCF. Crossing this threshold was seen as pivotal, likely leading analysts to dramatically upgrade price targets, potentially pushing Tesla’s stock toward $1,000 or more.