Tesla’s Future Hinges on Robotaxis and Optimus Amid EV Market Evolution
Tesla (TSLA -1.64%) is pivoting from electric vehicle dominance to high-stakes bets on autonomous mobility and robotics. Elon Musk's vision now centers on two disruptive projects: a robotaxi network leveraging Full Self-Driving technology and the Optimus humanoid robot. Both ventures target markets with exponential growth trajectories.
The robotaxi opportunity alone could redefine Tesla's revenue streams. With analysts projecting the global fleet to explode from 617 units in 2021 to 1.45 million by 2030, the addressable market mirrors cryptocurrency's hyperbolic growth curves. Fortune Business Insights anticipates revenue rocketing from $1.7 billion to $108 billion within seven years - an 80.8% CAGR that WOULD eclipse most tech sectors.