Tesla's dream at a cost of $ 800 billion to robotics clash with reality

Although the time is usually in favor of “Tesla”, the company, unlike the US, was the company’s launch of the self -management taxi service (robotaxi) this week, and it comes in a special period of the business. As for the efforts “Tesla” to dominate the field of self -managed vehicles, the small number of self -managing taxi is a ‘way’ that currently offers paid trips in Austin a milestone, but it also forms a heavy burden due to the company’s path in the development of self -management, and CEO Elon Musk, which is full of exaggeration. What “Tesla” is trying to promote is that the vehicles they sell are equipped with the necessary equipment to convert into self -managing taxis, and that the self -management program, trained in the data of a large number of current cars led by laboratory for the experimental version without payment, can actually handle any situation. Nevertheless, the introduction of the service in Austin is more limited than the capabilities, as it works in a limited area, and is limited to customers who have received invitations, and there is a vehicle for safety monitors. The promises to spread taxis everywhere, and the introduction of a vehicle – after delay – wandering only in the streets of South Austin and has a person without a fee that does not increase the credibility of ‘Tesla’, but rather undermines the proud justification for the high price of his share. Robotaki expectations declare the rise of ‘Tesla’ share according to generous estimates, which achieve the primary electric car activity in ‘Tesla’, 75% of total profits, but if the decline of sales, the market value can amount to $ 50 per share, which represents only 15% of the current price. As far as most of the remaining price is concerned, it is related to expectations on self -management. For example, RBC Capital attributed 59 %, or $ 181, of the target arrow price to self -management taxis, and another $ 53 to achieve full self -management technology returns. The total estimates together are $ 815 billion, depending on repeated income numbers – not expected profits within ten years to 15 years from now, as it is eventually linked to activities that produce barely returns in the current period. These estimates may be subject to re -evaluation, but they are in the interests of “Tesla”. Think below: Over the past two years, the activity of electric cars has delayed in “Tesla”, and the Cybertuck truck has been released, and the promise has remained in a low -cost style, and the profits have fallen. Nevertheless, the repetition of the future profits of the share has increased more than twice to about 140 times since a mask made a major shift in the company’s strategy to self -managing taxis and robots in early 2024. The profit repetitions are digital indicators of trust. It didn’t matter that Musk had promoted taxi for self -management for years without fulfilling it. With about two billion passenger cars running around the world roads, the potential market for self -managing taxis is likely, and it is likely that “Tesla” will become one of the largest businesses in this market, in an unlimited period, but this is undoubtedly profitable in the future. The sluggish “Tesla” provides an opportunity for competitors, but trust is not the reality, and this is proven by the launch of the self -management taxi last week. It is clear that after Tesla mocked the approach of her rival “Waymo”, he was careful about expanding from city to city, she followed her example as she began serving. Until these rules are written, only one “safety concern” on the self -management of taxis of “Tesla” is reported on Austin’s electronic data platform. However, the federal regulators are already being investigated in documented situations in video clips where self -managing taxis of “Tesla” appear that violated traffic laws. This could be the beginning of the beginning, but a nominal value of $ 800 billion does not leave room for these pitfalls. By starting the service, Tesla began the countdown to bring about proof of progress. The decisive issue here is the extent of its ability to achieve growth in this activity, and it is not limited to the achievement of income, but rather to prove the validity of the basic expectations. For example, the strategy to rely on some sensors and avoiding systems such as photographing, discovering and identifying the laser “Lidar” laser is one of the most important features of Tesla, and makes its self -driving taxi cheaper compared to the cars equipped by “Wimo” with advanced technology. But this will not be confirmed unless Tesla expands quickly, as “Wimo”, which offers more than 250,000 trips per week in the current period, can spread the high cost of its vehicles to the large number of paid trips. On the other hand, the lake “Tesla” takes the longer, the greater the time available to other competitors, such as “Zoox” (Zoox “,” Amazon “, to consolidate their position. In a market with this modernity and activity, the scope of possible results is confusing. In a recent effort by Goldman Sachs analysts to place models and conquer different tasts. 2040, values ranged between $ 2.5 and $ 81.75 per share. Investment section contacted Tesla to get a comment, but I did not receive a response. ‘Tesla’, or perhaps due to IT.