Cathie Wood's Ark Invest Estimates 'Eight Times' More Consumer Value Once Tesla Achieves This Critical Milestone

Investor Cathie Wood-led ARK Invest has shared that Tesla Inc. (NASDAQ:TSLA) will generate eight times more value for customers once it has achieved unsupervised autonomy. Eight Times More Value Than Subscription Price ARK Invest's Director of Investment Analysis, Tasha Keeney, shared that the automaker's Full Self-Driving (FSD) service would generate great value. "Once unsupervised, we estimate FSD should generate consumer value about eight times its current subscription price," Keeney shared. Keeney shared an article by the official ARK Invest handle on X, which detailed that Elon Musk's move to offer the FSD service as a $99/month subscription could be in line with the milestones outlined in the trillion-dollar package, which requires 10 million active FSD subscriptions. "The model change is secondary to Tesla's progress on its 14th generation of FSD, to its unsupervised robotaxi operations in Austin," as well as the Cybercab, the firm said. "At $99 a month or $999 per year, FSD will be quite the steal, suggesting that Tesla‘s pricing power will increase as the technology reaches full autonomy," the firm said, also adding that the Robotaxi would comprise 90% of Tesla's value by 2029. Once unsupervised, we estimate FSD should generate consumer value about eight times its current subscription price. https://t.co/dmxaHhlPQ8— Tasha Keeney (@TashaARK) January 21, 2026 Dan Ives Bullish On Tesla Robotaxi Investor Dan Ives of Wedbush Securities recently shared that Tesla would own up to 80% of the Robotaxi sector in the U.S., but outlined that it would be crucial for Tesla to expand its service across multiple cities in the country. Elon Musk AI4 Confirmation Meanwhile, Musk confirmed that Tesla vehicles with the AI4 (HW4) chip would be able to run Unsupervised FSD without needing any additional upgrades. Musk also dropped an update on the production timelines of the Optimus robot, as well as the Cybercab, targeting a ramp-up this year. Tesla recently also announced free FSD transfers would end on March 31 this year. Cathie Wood's ARK Trades ARK Invest has made some significant trades in the Robotaxi and autonomous driving sector, with the ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) adding 577,099 shares of WeRide Inc. (NASDAQ:WRD), amounting to about $4.9 million. It also purchased 205,748 shares of BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF), valued at around $2.53 million. According to Benzinga Edge Rankings, Tesla scores well on the Quality and offers a favorable price trend in the Medium and Long term. Price Action: TSLA slipped 4.17% to $419.25 at Market close on Tuesday, but gained 0.37% to $420.80 during pre-market trading. Check out more of Benzinga's Future Of Mobility coverage by following this link. Photo courtesy: Shutterstock