Workflow
Autonomous Ride-Hailing
icon
Search documents
X @BSCN
BSCN· 2026-03-04 19:04
💥ARK INVEST: TESLA'S ROBOTAXI DIVISION COULD REPRESENT 88% OF ENTERPRISE VALUE BY 2029Cathie Wood's Ark Invest projects that 88% of Tesla's enterprise value will derive from robotaxis by 2029, compared to just 9% from traditional electric vehicle sales.The bold forecast positions Tesla's Full Self-Driving and autonomous ride-hailing business as far more valuable than its core automotive manufacturing operations. ...
X @Herbert Ong
Herbert Ong· 2025-12-14 15:41
🚨 Bank of America says autonomous ride-hailing could become a massive $1T+ US marketToday, ride-hailing covers just 1% of the 3 trillion miles Americans drive each year. If self-driving cars cut costs closer to owning a car, adoption could jump to 20% of miles over the next 15 years.BofA says Uber can still grow strongly, keep solid margins, and benefit even as players like Tesla, Waymo, and Zoox enter the market. $TSLALink: https://t.co/JTQQCh2E1I ...