1/ Our latest Tesla price target is out! $2,000 per share in 2027. Check it out! ark-invest.com/articles/arks-… Similar to last year, we believe autonomy will represent a significant portion of Tesla’s future enterprise value.
2/ The more Teslas on the road that are autonomy-capable, the better, because each can become a recurring revenue generating robotaxi, a business which we think will generate much more cash flow than electric vehicle sales alone.
@TashaARK 2022 total revenue was $81B. Zero reason to expect $TSLA human ride share and robotaxis aren't close yet the '27 bear case has - $54B in human ride share revenue - $200B in robotax revenue - It's mid/late April 2023 and your model has 22% chance of commercial robotaxi in 2023???
@TashaARK In your report you don’t cite any regulatory hurdles - do you believe something like this could hinder the rollout or activation?