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In conclusion, the bear case referred to in this report is the case where electric vehicles make the most sales, and sales through RoboTaxi are about 30~40%.
Bull Case is a case where RoboTaxi's share is 50%
Tesla investors should take a close look at this.
Car production should rise as expected, and above all, the realization of autonomous driving technology and the creation of new profits is the key.
Tesla's future outlook needs to be revised if that doesn't come true or if it loses its leadership position by other companies.
More details are here.
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