Part 6/13:
The design of these robotaxis may be streamlined for shorter trips, often accommodating only two passengers, maximizing efficiency. Tesla’s strategic data collection and hardware capabilities, which have been in development for over seven years, underpin this rapid evolution. The company’s vast, continuously growing data set from millions of miles driven is a key moat that no competitor can easily replicate.
Market Timing and Valuation Models
The speaker presents detailed valuation models, projecting Tesla’s stock price driven solely by robotaxi revenue. Their models suggest that, with aggressive deployment, Tesla’s robotaxi division could alone push the stock price to $183 in 2024, escalating to over $4,000 in 2029.