X @Herbert Ong

🚨 ARK Invest: Tesla’s vision-only AI, vertical integration, and massive data lead could make it the dominant robotaxi player in the US, and maybe worldwide, in the next few years. $TSLA@ARKInvest projects Tesla’s robotaxi business could account for ~90% of its enterprise value by 2029, tapping into a $10 trillion global market. With ~200,000 vehicles, Tesla could meet Austin’s urban Vehicle Miles Traveled (VMT), surpassing the current ride-hail market. Using its vision-only, end-to-end AI, Tesla rapidly exp ...