Genma_Jp(@nymbusjp):Tesla said that they are aiming at 2,500 vehicles operating in Las Vegas within one year. Let's make a conservative assumption and assume 1,500 vehicles will be operating in all of these cities within one year. That would be 54,000 Robotaxis. This is interestingly roughly my base case for EoY 2027. This would give +50% EPS boost to Tesla.

Genma_Jp

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Genma_Jp@nymbusjp

2026.08.27 13:14

Tesla said that they are aiming at 2,500 vehicles operating in Las Vegas within one year. Let's make a conservative assumption and assume 1,500 vehicles will be operating in all of these cities within one year. That would be 54,000 Robotaxis. This is interestingly roughly my base case for EoY 2027. This would give +50% EPS boost to Tesla.

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