Tesla has a market cap of $42bn, so an EV of under $60bn. If you believe Tesla will be the first to market with their autonomy network, it's hard to see that as

Tesla has a market cap of $42bn, so an EV of under $60bn. If you believe Tesla will be the first to market with their autonomy network, it's hard to see that as anything other than a bargain. They'd potentially bankrupt Uber if they're still paying for drivers while attempting to catch up. It would be a hell of a moat; anyone who wants to compete has to burn a ton of cash to develop autonomy and buy a massive fleet. I don't think the market has priced it in; I think it has pretty much disregarded Tesla's claim of leadership.