Cathie Wood
@CathieDWood · 5 авг. 2025 г.
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· 30 июл. 2025 г.People 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 · 5 августа 2025 г. · 662,1 тыс. просмотров
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