Part 8/11:
Kathy Wood of Ark Invest argues that this holistic control positions Tesla to become a platform business, earning recurring revenue from each mile driven—a shift from traditional hardware sales to a service-oriented model. As Tesla’s robo taxi network scales, it could revolutionize transportation, transforming the car from a just-mobility device into a mobile workspace or entertainment hub.
Industry Outlook: Multiple Players, Many Roads
The AV market is now estimated as a trillion-dollar-plus industry, with autonomous ride-sharing and delivery expected to reach comparable scale. Industry observers predict that winner-takes-all scenarios are unlikely; instead, a multi-player ecosystem will evolve, with different companies focusing on niches, technology stacks, or regions.