The 1 Thing I'd Want Elon Musk to Answer on Tesla's Oct. 21 Call

Impact · against what's priced in

The article offers no new catalysts for TSLA, as the technical progress of the Robotaxi fleet is already accounted for, while its skepticism regarding margins aligns with the market's current refusal to price in a high-margin software shift. The focus on the missing 'per-mile margin' data reinforces the existing crux of the valuation without providing a resolution.

TSLA+0.00

Already priced in

The price assumes

A modest, incremental improvement in autonomy software, but not a near-term, high-margin paradigm shift.

The reported milestone of 1 million unsupervised Robotaxi miles validates technical scaling, but the author's point that the market still lacks per-mile margin data confirms the price is not yet paying for a high-margin paradigm shift.

What TSLA's price assumes · Aug 25

• earnings
• valuation
• ai
• TSLA
• autonomous driving
• cybercab
• ev
• profit margins
• robotaxi

Search tags