Potential market size reaches $10 trillion? "Wood Sister" fund Ark gives reasons for optimism about Tesla's autonomous driving
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ARK Invest is bullish on Tesla's autonomous taxi market, with a potential market size estimated at $100 trillion. ARK analyst Tasha Keeney pointed out that Tesla has rich customer data, surpassing competitors like Waymo. Although Tesla is not the first to offer an autonomous driving platform, it is expected to be the first company to achieve scale. Tesla may launch a comprehensive robot taxi network in 2025 or 2026, with service costs as low as $0.30 to $0.40 per mile, making it highly competitive
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