Looking forward to the day when the market doesn’t care about $TSLA quarter to quarter deliveries, but more on fleet size, rides given, total miles driven, fleet uptime, safety metrics etc.
Autonomy and real world AI will drive Tesla’s business into a higher margin recurring revenue stream.
It doesn’t stop there. Each product in Tesla’s ecosystem has potential for additional revenue streams such as subscriptions, insurance, infotainment, and likely new services.
So we are going from a one time gross profit per vehicle to a multiple recurring revenue stream.
Now imagine millions and tens of millions of vehicles in Tesla’s fleet. This makes Apple look like a joke.
The market is definitely not pricing this in today.
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