Cathie Wood
@CathieDWood · Aug 5, 2025
Perspective! In the most penetrated US geographies, human-driven ridehail accounts for ~3% of vehicle miles traveled. In an autonomous world, we believe $TSLA will dominate personal transportation, transforming a low margin EV play into a high margin, recurring revenue SaaS play.
Daniel Maguire@DMaguireARK· Jul 30, 2025People often compare robotaxi to human-driven ridehail, but the opportunity is much bigger.
In US core counties, ridehail is only ~3% of VMT on average. Even in SF it’s only ~13%.
Think bigger. Robotaxis will be everywhere.
Elon Musk
@elonmusk
Exactly
06:38 AM · August 5, 2025 · 662.1K views
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