那個保守分析？EV only or RobTaxi included？

EV only number there is not for investment, but serves as an absolute baseline, for the scenario if market crash, you want to buy "aggressively" if you see TSLA at 160.

For me, investment theory is based on "RoboTaxi included" scenario. For people who do not believe TSLA can realize RoboTaxi, they should not buy TSLA stock

所有跟帖： 

• 穀歌那個Wymo 不是一直運行嗎？特斯拉的無人出租會有極大不同？ 感覺這個東西過多的受限於地區法律法規，不容易擴張業務。 -桃花源裏人家- ♂ (0 bytes) () 11/03/2024 postreply 15:09:00

• Waymo 陳本太大。 技術有了，但商業模式不存在。 -三心三意- ♂ (756 bytes) () 11/03/2024 postreply 15:23:55