X @Herbert Ong

Market Position & Projections - ARK Invest projects Tesla's robotaxi business could account for approximately 90% of its enterprise value by 2029 [1] - The robotaxi market represents a $10 trillion global opportunity [1] - With approximately 200,000 vehicles, Tesla could meet Austin's urban Vehicle Miles Traveled (VMT), surpassing the current ride-hail market [1] Competitive Advantages - Tesla's Austin factory can produce more vehicles in approximately 9 days than the city's entire ride-hail fleet [1] - Tesla plans for 2 to 4 million Cybercabs annually starting next year [1] - Tesla collects approximately 40x more daily full self-driving (FSD) miles compared to Waymo [1] - Tesla collects approximately 900x more FSD miles from its global fleet compared to Waymo [1] - Tesla's cost per mile is approximately 30-50% lower than Waymo's [1] Technology & Innovation - Tesla uses vision-only, end-to-end AI [1] - Tesla rapidly expanded its Austin service area, matching Waymo's coverage despite starting later [1]