Robotaxis’ massive upside case
9:04–10:14 · 70s
Matt argues Tesla’s valuation already bakes in new bets, then outlines why robotaxis could be a huge, higher-margin opportunity with fewer competitors than expected.
9:04–10:14 · 70s
Matt argues Tesla’s valuation already bakes in new bets, then outlines why robotaxis could be a huge, higher-margin opportunity with fewer competitors than expected.
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