ARK Ties Tesla’s 2031 Case to a $225 Billion AI Spending Assumption

2 outlets reporting

Your call?🐂 Bullish🐻 Bearish

$225B

AI spending assumption

The model’s base case includes 8.1 million robotaxis in 2031. Tesla’s third-quarter results provide a current operating baseline, including $28.046 billion in revenue and nearly 2 million cumulative unsupervised robot…