X @Cathie Wood

Market Opportunity & Transformation - Autonomous driving is poised to transform Tesla from a low-margin EV company into a high-margin, recurring revenue SaaS business [1] - The robotaxi opportunity is significantly larger than human-driven ridehail [1] - Robotaxis are expected to become ubiquitous [2] Ridehail Market Penetration - In the most penetrated US geographies, human-driven ridehail accounts for approximately 3% of vehicle miles traveled (VMT) [1] - Even in San Francisco, ridehail only represents about 13% of VMT [1]