Barclays: Tesla's AI Strategy Core May Be Robotaxi, But Scale Inflection Point Has Not Yet Arrived

Odaily Planet Daily reported that Barclays, in its latest research report, pointed out that the Robotaxi is the most critical part of Tesla's AI strategy. The report indicates that Tesla currently has three main growth drivers: FSD (Full Self-Driving), Robotaxi, and the Optimus humanoid robot. Among these, Optimus has the largest potential market space but is still in the prototype stage; FSD has begun to generate revenue, but its market space is relatively limited. In contrast, Robotaxi not only has a huge potential market but has also already started commercial operations. Therefore, Barclays considers it Tesla's most important AI business at present. Barclays gives Tesla an "Equal Weight" rating with a target price of $360.