Part 5/15:

Skepticism Among Institutional Investors and the Path Forward

Pisc observes that many large investors remain skeptical about Tesla’s prospects for autonomy, often focusing on short-term vehicle output rather than long-term market dominance. He mentions that while some analysts believe Tesla could command a significant share of the autonomous ride-sharing market by 2030, others predict much smaller figures—ranging from single digits to 50% market share.

He advocates for a nuanced, probabilities-based approach—considering various scenarios from private ownership models to full ride-hailing dominance. Pisc emphasizes that infrastructure, manufacturing scale, and regulatory environments play crucial roles in determining which technology firms will succeed.