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Cathie Wood’s ARK Invest Drops A BOMBSHELL On Tesla’s Future Revenue | $TESLA |

Cathy Wood has long been known to be bullish on Tesla, even as the electric vehicle maker’s early days Wood shot to prominence in 2020, driven by stakes in mega-growth stocks like Tesla with its blockbusters. Thanks to the performance, its ETFs have delivered eye-popping returns in 2020. Its flagship fund is growing nearly 300 percent from March 2020 to February 2021.

But 12 months is fast approaching and holders aren’t so smiling, as a major sell-off affected the speculative technology stocks that pack exchange-traded funds. Arc has fallen more than 50 percent from its February peak arc, which has a $3,000 per share price target on Tesla, currently trading under $9,100, said the firm. That musk lead company could pose a serious threat to ride-sharing companies.

As uber and lyft once commercialized autonomous taxis factor in bullishness on Tesla stock, their hopes that ev makers will eventually quit are furious about their artificial intelligence technology to develop robo taxis. Arch analyst Tasha Kinney And while Sam Corus appeared on Twitter a few days ago and discussed Tesla and the autonomous ride-hailing network, they are overall bullish on Tesla.

But let’s focus more on the potential scalability of robo-taxi networks and how much of a role ride-hail players are likely to play in the future economics of robo-taxi systems arc, by researching a global universe of convergent market potential and disruptive innovation. seeks to gain a deeper understanding of the long-term impact of The sector which spans industries and markets in the form of increasing yields.

With volatile gains outlook to expensive-looking growth companies, the exchange-traded fund beloved by day traders has already fallen more than 20 percent this year, still Chap and Wood have managed to command remarkable investor loyalty, latest data. Ark Sees Inflow of About $193 Million Tesla’s robo taxi network is sitting on a multi-trillion dollar opportunity according to Ark and they believe autonomous ride-hailing will reduce mobility costs by 18 .

The average cost of ride hail today, which is driving widespread adoption and unprecedented economic productivity, shows that autonomous ride-hailing platforms will add nearly $26 trillion, Arx research shows. dollars to global GDP and 2 trillion in profits per year by 2030. For perspective, the global GDP is expected to approach $89 trillion in 2021. Adjusted for inflation, the cost of owning and operating a private car has not changed.

The Model T rolls off the first assembly line. The cost per mile of a personally owned vehicle was seventy dollars per mile in 1871, with the cost dropping to 70 cents per mile over the years. Widely adopted Arx research shows that consumers value the time they spent driving in a range of 60 percent to ten dollars per mile. On average, they value the time they spend in work-related travel as non-work travel. give more importance to.

Consumers today pay an average of two dollars per mile for ride hail, which is much higher than the marginal cost of driving a personal car and the perceived value of their time. To drive a personal car is about cents per mile now estimated that there should be substantial demand at higher price points. Note that today’s ride hail services charge two dollars per mile in Western markets that cost consumers more than the perceived value of the time. more and more than marginal cost.

Research shows that the value that consumers place on their time and convenience will support prices for autonomous ride hail, which exceed Ark’s estimated price floor of 25 cents per mile and Service tiers are expected to emerge at 25 different price levels. Cents Per Mile Autonomous Ride Ola may attract a wider population than today’s arc anticipated that autonomous taxis would.

Autonomous ride-hailing services, the primary source of transportation in the coming years, could cause consumers to spend less until 2024, when the main thing compared to owning a vehicle is the low cost and convenience of autonomous ride-hailing cars of today. Should also win a share of the mile. Owner consumers already pay for the convenience.

At its lowest price points autonomous travel is even cheaper than the modest cost to drive a personal car, the addressable market for autonomous rides could be worth $11 trillion in all, according to the Arx research companies. While the technology stack may dominate enterprise values ​​in the auto ecosystem of the future, we believe that many of today’s ride-hailing auto manufacturing and car rental companies will not survive the transition and that for the time being only Tesla is achieving autonomous technology. is making rapid progress.

This is why you should pay attention to autonomous cars, we think it may be the most impressive innovation in history Autonomous ride-hailing could add about $26 trillion to global GDP by 2030. According to Ark if we zoom out even more and think about robo- taxi opportunity that focuses on artificial intelligence that could drive multi-trillion dollar revenue on robo-taxi platform within the next decade.

You know self-driving really comes down to a data problem, you need a lot of data to train the system to drive itself. And you know Tesla has a fleet of hundreds of thousands of cars that collect billions of data points every day, whereas if you look at Waymo or others they don’t have that advantage while Tesla has thousands of cars on the road.

So they have such a data advantage and Arc thinks they’re well positioned to capture that autonomous opportunity Tesla plans to compete in the emerging multi-trillion dollar mobility as a service market, which spends it. cts is the first large-scale commercial autonomous offering, while fleets such as Waymo and Aptiv operate today.

Their scale is measured in hundreds of vehicles within certain metro areas, while Teslas can quickly reach the order of hundreds of thousands of vehicles, followed by millions. In the later decade for other companies to reach mass and compete with Tesla’s economics they would need to solve the problem of autonomy and integrate this hardware and software into electric drivetrains.

EVs are becoming more mainstream even on a large scale financially and the transition is happening faster than many expected and it’s hard for legacy companies to compete in this world, you know what if you want Tesla to execute here. Thinking about the potential they’ve been building EVs for as long as they’ve been a car company that legacy car companies is just starting to come around the corner.

Trying to make EVs so that Tesla has a distinct technology advantage and supply chain advantage and one main market when it comes to EVs is in robo taxis as more data is being collected every single day and more The more data is collected, the more we really see the opportunity to realize Musk’s thoughts on the future of the auto industry.

Ark’s hypothesis appears to be in line with whether consumers will ultimately prefer ride-hailing services over owning their own vehicles. The market still needs to be measured in trillions after being formally promised.

After pushing back the adoption curve by a year, estimates that the NPV of 10-year cash flow could be one to two trillion dollars today and that captures this value, autonomous tech owners are likely to own today’s ride-hailing platforms. will control most of the economy. There doesn’t seem to be any autonomous technology that’s ready for the market.

The best-case partner may be in which case their 20 to 30 percent cut could shrink to 5 arcs, noted previously how Tesla rolled out an autonomous taxi network before rolling out a competitive and profitable human-powered ride to Ola. Service could start, such a strategy could add a tremendous amount of training data to its autonomic neural network and be placed.

Tesla’s leadership position as the king of the electric vehicle sector, grounded in the routing and payment infrastructure needed for an autonomous ride-hail service, has been established through many years of innovation and the company’s potential to impact the entire industry. Efficiency Now more automakers have adopted plans to prepare for Tesla’s recent demonstrations in 2020 and 2021. Electrification has only reinforced the company’s recognition as a mainstay in the region.

While the past two years are key indicators of Tesla’s ability to adapt to difficulties, they are more indicative of the company’s relevance. Tesla of the future for one is in a prime position to dominate the next several years especially in autonomy and chip manufacturing.
The economics of this are absolutely insane due to what it has been able to achieve over the years. Every single vehicle with fsd that has ever been sold is still on the road.

Generates 20k each year in profit which is better than profit actually manufacturing and selling most vehicles and those profits are recognized only once per vehicle when Tesla makes 20 million vehicles in 2030 which is only 20 million vehicles Sales won’t happen, which would be 20 million times 20k which means $400 billion per year over the next 20 years if Tesla just keeps up production levels.

So that would mean they are making $4 trillion a year in 2040 which would justify a market capitalization of $80 trillion with a 20 xpe ratio of 1.

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