X @Tesla Owners Silicon Valley
Market Dynamics - The Total Addressable Market (TAM) for robotaxis is estimated to be in the trillions of dollars, suggesting a large and competitive landscape [1] - The industry anticipates that the robotaxi market will not be a winner-take-all scenario, implying multiple players can coexist and succeed [1] - The industry views Tesla's entry into the robotaxi market positively, emphasizing the importance of safety and gradual expansion [1] Competitive Landscape - Uber acknowledges Tesla as a potential competitor or partner in the robotaxi market [1]