Cathie Wood said the largest revenue-generating opportunity from AI will be in transportation, highlighting Tesla and robotaxis as about to take off. The comments are supportive of the long-term AI and autonomy thesis for Tesla, but they are commentary rather than new operating data or guidance.
Cathie Wood said the largest revenue-generating opportunity from AI will be in transportation, highlighting Tesla and robotaxis as about to take off. The comments are supportive of the long-term AI and autonomy thesis for Tesla, but they are commentary rather than new operating data or guidance.
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mildly positive
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