Tesla(US:TSLA) 大鱼聊电动·2025-07-05 04:44Market Trends & Political Analysis - Elon Musk initiated a poll on X regarding the creation of an "American Party," receiving 19308% million views and over 830000 votes, with 641% percent in favor [1] - Musk is focusing on 2 to 3 Senate seats and 8 to 10 House districts to influence key congressional votes [1] - Andrew Yang, co-chair of the Forward Party, is collaborating with Musk to potentially form a third party [1] - A 2024 Gallup poll indicates that 43% percent of American voters identify as independent, suggesting a potential market for a third party [1] Robotaxi Ecosystem & Business Model - Apple's App Store ecosystem facilitated $13 trillion in transactions globally in 2024, marking a 25% times growth in five years from $514 billion in 2019 [2] - Tesla's Robotaxi platform aims to generate revenue through delivery services, in-car commerce, in-car entertainment, and advanced data collection [2] - Robotaxi delivery services could process tens of billions of dollars in transactions annually, similar to the App Store's physical goods sales [2] - Tesla can partner with e-commerce platforms and local businesses for in-car commerce, taking a commission on each transaction [2] - Tesla can collaborate with entertainment platforms like Netflix and Spotify, offering subscriptions or ad-supported content in Robotaxis [2] - Tesla can collect and sell anonymized data on traffic patterns, consumer behavior, and urban environments to businesses, city planners, and advertisers [2]