Bear case for Tesla: 1 sentence

[mostlylong]

@Goofyhoofy

Because the car sales which account for 80% of revenues have declined for several years in a row?

Challenge question.

@mostlylong

How much revenue will Tesla earn from their US sales to the general public of in-house built L4 autonomous

1. taxi rides, or
2. consumer-owned vehicles (Tesla assumes liability)

in the year 2026 or 2027?
In the year 2028?

We’ll wait for an answer.

And wait.

@mostlylong

How about Robotaxi?

I guesstimate Tesla won’t have even 1% of US taxi market in 2026, 2027, and maybe not 2028. Not even $300 million, but the actual number will most likely be much smaller: can they even manage $100 million by 2028?

2026 looks about zero.

How about 2027?

(nevermind that the economics of fleet-owned taxi ain’t great, as others have explained)