ARK Invest, led by Cathie Wood, projects that Tesla's robotaxi business could account for approximately 90% of the company's enterprise value, highlighting Tesla's vision-only AI, vertical integration, and extensive data lead as key competitive advantages. The research suggests Tesla is emerging as a direct rival to Uber in the ride-hailing market, with robotaxis already operating and serving customers. ARK Invest estimates the global autonomous taxi total addressable market (TAM) could reach $10 trillion by 2030. Additionally, some analyses forecast that robotaxis could generate up to $34 trillion in enterprise value by 2030, a figure far exceeding Tesla's current market capitalization of $1.05 trillion. The discussion also touches on Tesla's potential to dominate the robotaxi sector in the US and possibly worldwide in the coming years. Beyond robotaxis, there is speculation about Tesla's Optimus humanoid robots, with projections of selling millions within a decade, potentially impacting various sectors such as factories, homes, and hospitals.