As investors, we can focus on key metrics that TSLA delivers and make adjustment to our model
For now, I think the EV model is well understood, so, we just need to monitor is growth rate and magrin percentage --- with their Model Y refresh and low cost model coming next year, I am relatively confortable about EV estimate
For RoboTaxi, we finally have some info from Tsla regardling timeline. So, I would watch closely if they can indeed roll-out in CA and Texas in limited availability in 2025. If they can do this, I am confident about my estimate of $12B revenue by 2029 (only 1/10th of Uber+Lyft biz)
Once we have more data from Tesla on Optimus, we can adjust its earning model (and hopefully it is much higher, lol)
