Part 3/9:
Stevenson brought attention to two significant components that are expected to drive Tesla's future earnings: autonomy through Robo Taxi services and the deployment of robots in production. He pointed out that he has never factored revenue from Robo Taxis into his forecasts but instead has incorporated potential cost savings from using robots like Optimus in the factories. The replacement of human workers with robots in repetitive tasks is anticipated to reduce overall costs per vehicle, enhancing profitability.