Tesla’s Robotaxi Gamble: The Last Mile Is a Bitch
Let me be clear from the outset: I believe in the mission. I’ve modeled the financials. I understand the magnitude of what Tesla could become if this works. See: Tesla (TSLA) 2036 Valuation Report There are over 1.3 billion cars in the world and Tesla’s $30,000 robotaxi could change the entire car ownership model. This is not science fiction, but rather a major disruptive change. That’s a multi-trillion-dollar market transformation. And Tesla, with their data advantage, their vertical integration, and their willingness to bet big, has every right to be leading that charge. But here’s what keeps me up at night: the last 1% is a bitch.
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