Happy New Year!
Looking forward to working with you again this year.

I believe that the Tesla Cybercab is something that structurally changes the industry and individuals surrounding the car in terms of Self-Driving Cars. It might be a good idea to imagine a future where even the term "taxi industry" becomes an old-fashioned concept. It feels like Sabuzero is still confined by the current industry and structure. I believe that the current system will undergo significant changes. And that will be in the very near future.
Unmanned self-driving cars will be running around the city, and when called using an app, they will arrive in front of you within minutes. You will reach your destination while playing with your phone. This will also become quite affordable or even part of a subscription service. With that, personal car ownership will no longer be necessary. It will not be a time when the number of passengers carried is high but rather a time when cars are not sold at all.
Conversely, only a few companies that have won in this battle will be able to dominate the mobility industry. Personal car ownership will become more like an entertainment for enjoying driving mainly supercars.
Just like Optimus, I think robots will be placed in restaurants instead of employees, or in households, there will be one household robot for each family.
SkyLark Group and others...

I don't think the number of Autos to be sold will increase from now on.
The downward chain has also come to Tesla.

As there will definitely be new models like the new Model Y Juniper and the new Model Q(2) coming out next year, I think some people may hold off on buying.
Including that, I believe the majority of current Tesla holders do not see Tesla as just a car company.
I think Tesla is an AI company that is truly valuable, including Robo-taxis and Optimus, actually providing useful AI in daily life through self-driving and robots. I consider the true value to be many times greater than just creating and selling cars.
There are companies like OpenAI that have caused a stir in the world with software services and other AI businesses, but I think there are few companies that generate value-added services that can actually change people's lives like self-driving cars. It has already been demonstrated that self-driving is possible with FSDv13.
I see explanations around this area in various places, but it seems that there are still many investors who do not understand it.
Some people say that it is already priced in at the current price, but I feel it is unrealistic to be around $400. At least, wouldn't it be more than $3,000 in terms of stock price?