Wow! Elon just said “$Tesla Motors(TSLA)$ is worth more than the rest of the auto industry”. Because $Tesla Motors(TSLA)$ has self-driving technology. And “that's before Optimus reaches scale production and increases Earth GDP by an order of magnitude”. Do you agree?
Wall Street adores subscription models. Recurring revenue equates to enhanced EPS models equating to imminent re-rating. $Tesla Motors(TSLA)$ remains volatile until the re-rating occurs.
Tesla robotaxi cost advantage? $Tesla Motors(TSLA)$ 's Cybercab might cost around $20,000 to make, perhaps $25,000 with two AI5 chips. The vehicle could last over 500,000 miles versus 250,000. So amortization per mile might be roughly a quarter of competitors. $25,000 divided by 500,000 miles is 5 cents per mile compared to 20 cents. If it reaches 1 million miles, 2.5 cents per mile. Engineered specifically for this, operating costs will be much lower. More efficient, possibly 6+ miles per kWh. Might achieve 7 miles per kWh. Lower weight, better aerodynamics, tires last longer. Tires cost less and endure more miles. Cleaning expenses are reduced. Wiper replacements are cheaper. 5 miles per kWh at $0.10 per kWh is $0.02 per mile.
Cathie Wood of ARK Invest highlights pivotal advancements in autonomous mobility, stating in her annual perspective: "We've just witnessed a landmark year for innovation, marking the dawn of the robotaxi era. While Waymo maintained measured progress, $Tesla Motors(TSLA)$ initiated operations in Austin, with both entities now accelerating expansion." She expresses strong conviction in the tech surge as $Tesla Motors(TSLA)$ 's autonomous taxi project nears mass production. Concurrently, regulatory approvals advance in Europe, with ARK projecting autonomous services to dominate the majority of $Tesla Motors(TSLA)$ 's enterprise value.
$Tesla Motors(TSLA)$ 's dynamic duo continues to dominate global EV rankings, with Model Y securing the top spot and Model 3 claiming runner-up position. Latest figures show approximately 140,904 units delivered for Model Y and 67,374 units for Model 3, combining for over 208,000 deliveries. Maintaining its leadership despite intensifying competition, $Tesla Motors(TSLA)$ has achieved more than 808,000 Model Y deliveries globally this year, reinforcing its volume supremacy in the electric vehicle sector.
$Tesla Motors(TSLA)$ 80M shorted shares are ticking time bombs. This tsunami of covering power can easily launch us to $600 by year-end. Buckle up for the gamma joyride!