Part 7/15:
Most major financial institutions, including Morgan Stanley, Goldman Sachs, and Arc Invest, have published projections of Tesla’s future market share in the robo taxi industry. These estimates suggest that Tesla could command anywhere from 8% to 50% of the global autonomous ride-sharing market by 2030 or 2032. For example, Arc Invest forecasts Tesla capturing up to 50% of the worldwide robo taxi miles, driven by their large fleet and data advantages.
However, Morgan Stanley’s estimates are notably more conservative, projecting only around 20-25% market share in the same timeframe. Analyst estimates often rely on assumptions of incremental advancements and do not fully account for Tesla's unique scale, integrated vehicle production, and full autonomy solutions.