X @Herbert Ong

🚨 ARK's Tasha Keeney on Tesla's $20B planned CapEx:" I think the next five years for Tesla will be dominated by the Robotaxi story. We think this could be attributable to over 90% of the enterprise value for the company in that time period.They have an incredible scale that is really not matched by anyone in terms of the public announcements that they've made of putting actual vehicles on the road." $TSLA@ARKInvest @TashaARK @technology ...