That view is consistent with Elon Musk's statements on the matter: https://twitter.com/elonmusk/status/1151163201569972225 https://twitter.com/elonmusk/status/

That view is consistent with Elon Musk's statements on the matter: https://twitter.com/elonmusk/status/1151163201569972225 https://twitter.com/elonmusk/status/1151163201569972225 https://twitter.com/elonmusk/status/1117116982778679297 https://twitter.com/elonmusk/status/1117116982778679297 https://twitter.com/FredericLambert/status/1117118068654784512 https://twitter.com/FredericLambert/status/11171180686547845... https://twitter.com/elonmusk/status/1182826581070245888 https://twitter.com/elonmusk/status/1182826581070245888 https://twitter.com/elonmusk/status/1151180650033995776 https://twitter.com/elonmusk/status/1151180650033995776 Whether he's right depends almost entirely on how effective Tesla's heavily AI-focused approach to self driving turns out to be. If they can indeed reach the point where Tesla vehicles can operate fully autonomously with no one in the driver's seat, he may very well be right. It would be a long time before Tesla would be able to make enough cars to meet demand and a robotaxi service would be highly profitable in the mean time, so market rates may very well reach upwards of $200k per car. That's all conditional on Tesla being able to develop and deploy a L4 driving system before everyone else though. So far, early results on that front have not been encouraging. I suspect Elon has underestimated the difficulty of training modern AI systems to reach the level of consistency and reliability necessary for safety critical real-world applications.