Gary Black emphasizes that the potential introduction of a $25,000 compact vehicle is the key factor for Tesla’s stock growth, not the upcoming Robotaxi.
He believes entering the affordable compact sector will significantly boost Tesla’s market share, as it allows the brand’s strengths to compete against established vehicles like the Toyota Corolla.
Black likens this vehicle introduction to the Model Y launch, which created a new category and expanded Tesla’s total addressable market, reinforcing their brand reputation.
He asserts that the excitement around the Robotaxi doesn’t compare to the anticipated impact of the compact vehicle, as sales from this segment could greatly enhance overall revenue.
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