Ark Invest forecasts that Tesla’s robotaxi business could reach $10 trillion by 2029, driven by its manufacturing efficiency, data advantage, and strategic positioning in major urban markets ## ## Questions to inspire discussion.
Tesla’s Robotaxi Dominance.
🚗 Q: How significant could Tesla’s robotaxi business become? A: Tesla’s robotaxi business could represent around 90% of its enterprise value by 2029, capturing a substantial share of Ark’s projected $10 trillion global robotaxi market.
🏙️ Q: What’s the potential impact of robotaxis on urban transportation? A: Research suggests 200,000 robotaxis, supplemented by privately owned vehicles in an Airbnb-like model, could meet all of urban Austin’s vehicle miles traveled (VMT) demand, with peak demand requiring 350,000 vehicles.
Manufacturing and Cost Advantages.
🏭 Q: How does Tesla’s manufacturing capability compare to urban demand? A: Tesla’s Austin factory alone could produce more vehicles than urban Austin’s entire ride-hail fleet in approximately 9 days, showcasing its vertically integrated manufacturing advantage.