Barclays: Tesla's AI Strategy Core May Be Robotaxi, But the Inflection Point for Scale Has Yet to Arrive

Odaily Planet Daily News Barclays pointed out in its latest research report that the Robotaxi is the most critical link in Tesla's AI strategy. The report indicates that Tesla currently has three main growth engines: 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 generating revenue, but its market space is relatively limited. In contrast, Robotaxi not only has a huge potential market but has also already commenced commercial operations. Therefore, Barclays considers it Tesla's most important AI business at present. Barclays has given Tesla an "Equal Weight" rating with a target price of $360.