
Difference between my $Tesla(TSLA.US) PT of $325 and others at $1,000/$2,000 or more: IMO, there will be many unsupervised autonomous platforms in five years - not just Tesla. TSLA bulls are making the same mistake they made in 2020-2021 in thinking only TSLA could build high quality long-range EVs for under $30K. I’ve long argued that unsupervised autonomy will be table stakes for all auto manufacturers - or they will exit the business. Do you really think state, federal, and international regulators are going to favor TSLA over everyone else in allowing autonomous ride-hailing? Zero chance. Like EVs, unsupervised autonomous ride hailing will be a very competitive marketplace and four factors — highest efficacy, lowest cost, shortest wait time, and best marketing — will determine who wins.
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