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The Tesla Network Is Dead: JPMorgan's Bombshell Note Reveals Nearly All Robotaxi Billions Flow to TSLA, Not You
Source: 247wallst.com
Automotive & EVArtificial IntelligenceAnalyst EstimatesCorporate Guidance & OutlookTechnology & Innovation
JPMorgan analyst Rajat Gupta projects Tesla could generate roughly $320 billion in robotaxi revenue by 2035. About $314 billion, or nearly 98%, would come from a Tesla-owned and operated fleet rather than a customer-owned Tesla Network, highlighting the potential importance of Tesla retaining fleet economics.
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