Part 10/14:
Deploying tens or hundreds of thousands of these vehicles could multiply Tesla’s free cash flow several times over, prompting a substantial re-evaluation of Tesla’s stock—potentially skyrocketing from current levels to $2,000 or even higher within the next year or two.
Key Inflection Points
The first critical inflection will occur when a notable percentage (around 5%) of Tesla’s cash flow begins to derive from robo taxis, anticipated to happen as soon as early 2026. Once robo taxis constitute the majority of free cash flow, the company's valuation could double or even triple.