Tesla Could Go Beyond Robotaxis Into Underground Travel And Electric Aviation — TSLA Could 'Own' Transportation, ARK Says

What happened

ARK Invest said Tesla will likely work with The Boring Company to move some Robotaxis underground, and it said Tesla might also aim for electric aviation. ARK pointed to Elon Musk's other enterprises, including SpaceX and The Boring Company.

Confirmed

Global impact / market context

If Tesla ties cars, underground tunnels and electric aircraft together, it could sell more services from each vehicle and open new kinds of travel. That would widen the company's possible revenue beyond selling cars, which supports ARK's view that Tesla could own transportation.

Analyst inference

ARK also said Robotaxis could create substantial shareholder value, citing prior comments that this business could be more than 80% of Tesla's enterprise value. It noted FSD subscription conversion in North American deliveries rose from about 55% to over 75% between the second and third quarters.

Analyst inference

What to watch

1. Watch whether Tesla and The Boring Company actually announce a joint underground Robotaxi project, since ARK only said a collaboration is likely. Confirmed
2. Watch whether Tesla confirms any electric aviation plan, which ARK floated as a possible aim rather than a stated company commitment. Proposed
3. Watch FSD subscription conversion, because rising uptake from about 55% to over 75% could support recurring revenue and ARK's Robotaxi valuation case. Analyst inference

Evidence

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