$Tesla Motors(TSLA)$ Cathie Wood seems to have taken a page from Musk's book. SpaceX's IPO prospectus states management believes they've identified the largest actionable total addressable market in human history. More than 90% of that market isn't rockets or satellites, but AI, valued at $26.5 trillion. Meanwhile, Tesla is pursuing a $10 trillion market also heavily based on AI: robotaxis. Ark Invest's CEO Cathie Wood predicts: "We think $8 trillion to $10 trillion for the entire autonomous taxi opportunity throughout the world, from almost nothing. That's how quickly AI is going to cause these things to happen."
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