Part 6/11:
Investor discourse often veers into the territory of hyperbole when estimating market caps for Tesla's future endeavors, with some circulating figures in the tens of trillions. A credible analysis must diverge from mere supply metrics of Robo taxis and humanoid robots to incorporate total addressable market (TAM) and potential market share.
Tesla's Robo taxis could disrupt the conventional ride-sharing market, where the costs associated with a human driver currently dominate pricing models. Autonomous taxis could drive costs down per mile travelled, opening this service up to a larger consumer base and leading to significantly higher usage than traditional ride-hailing services.