Part 7/11:
The consensus among Tesla enthusiasts and analysts is that once Tesla deploys approximately 2,000 robo-taxis—generating about 5% of projected earnings—market perceptions will shift dramatically. Moreover, deploying upwards of 40,000 vehicles could potentially revolutionize Tesla’s cash flow and magnify its valuation. The notion that Tesla can deploy a surplus of robo-taxis at scale, leveraging AI and manufacturing efficiencies, is considered a game-changing development.