@garyblack00 @hikingskiing Do the robo-taxi sales result in a drop in Tesla sales, or in competitors sales? If the robotaxi TAM is 20m cars, and Tesla is the only one supplying, their sales won’t fall by 90%, as they will still sell the 20m cars. They will also turnover quicker, as they rack up big miles.
Rik VDKley
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