Tasha Keeney(@TashaARK):1/ We’ve updated our Tesla model. Robotaxi still comprises the majority of value over the next 5 years, though Optimus sales inflect more here than previously modeled. Tesla is early in scaling robotaxi, but its vertical integration and cost advantages could make it first to widespread service.

Tasha Keeney

@TashaARK

Director of Investment Analysis @ARKInvest | Direct Research on Autonomous Tech, Robotics, & Embodied AI (🚗🚜✈️🤖). Disclosure

Joined December 2013

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Tasha Keeney@TashaARK

2026.10.19 21:34

1/ We’ve updated our Tesla model. Robotaxi still comprises the majority of value over the next 5 years, though Optimus sales inflect more here than previously modeled. Tesla is early in scaling robotaxi, but its vertical integration and cost advantages could make it first to widespread service.