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ARK's Tesla Valuation model is discussed by Tasha Keeney and Daniel Maguire. They analyze the impact of autonomous driving on Tesla's value and the potential shift towards recurring revenue with a RoboTaxi service. The discussion includes comparisons with competitors, challenges in implementation, and the influence of ride-hailing services on car ownership trends.
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Quick takeaways
- Tesla's value driven by autonomous driving technology to constitute 90%, transitioning to recurring revenue model.
- FSD advancements key for Tesla's growth, facing model validation bottleneck despite accelerating progress.
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Tesla's Transition to a RoboTaxi Service
Tesla is expected to launch a robotaxi service, with autonomous driving predicted to constitute close to 90% of Tesla's value. The shift to a recurring revenue model from vehicle sales is anticipated to boost margins significantly. AI developments and advancements in Full Self-Driving (FSD) technology have influenced Tesla's updated model predictions, enhancing confidence in the company's ability to commercialize robo-taxis.
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