X @Herbert Ong

Tesla’s 2030 story could end up being way bigger than cars!ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data.Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans.Robotaxis. Humanoid robots. Orbital AI.Three huge bets, all potentially starting to come together before the end of the decade.$TSLA $SPCXARK Invest (@ARKInvest):“Tesla is a leader in phys ...