X @Herbert Ong

Could Robotaxis Change Tesla’s Margin Story?Cathie Wood says Tesla’s Robotaxi business could eventually reach 80–90% margins, far above its roughly 16% EV gross margins.@JOBhakdi also points to improving FSD coverage and Tesla’s potential cost advantage at scale.If Robotaxi scales as planned, it could become one of Tesla’s most valuable and profitable businesses.$TSLA ...