Part 9/12:
By plotting deployment numbers, the speaker expects thousands of RoboTaxis to be operational in Austin by December 2023, with even more in the pipeline. Once the deployment reaches critical mass—such as 4,500 units—Tesla’s profitability from RoboTaxis will be unmistakable, rendering skeptics’ doubts irrelevant.
A Call to Action for Investors: Timing, Models, and Community Insights
The speaker emphasizes the importance of actively monitoring deployment trajectories and valuation models. Recognizing when the market finally appreciates the transformative value of RoboTaxis offers an enormous opportunity, enabling investors to position themselves before the mainstream consensus shifts.