Wolfe Research
Larawang ginawa ng AI
Analyst forecasts Tesla robotaxi revenue at $250 billion by 2035
Iniulat ng AI Larawang ginawa ng AI
Wolfe Research analyst Emmanuel Rosner has issued an optimistic note on Tesla's robotaxi business, projecting annual revenue of $250 billion by 2035 under certain assumptions. While highlighting long-term potential, Rosner cautions about near-term costs and high valuation risks for investors. The report also touches on upside from Tesla's Optimus humanoid robot and Full Self-Driving licensing.