2026-01-15 12:00:15

Wall Street analyst Dan Ives just dropped a bold take on the robotaxi space—he's betting Tesla captures roughly 80% of the market by 2026. Not just some throwaway comment either; he's actually got TSLA sitting in his top 5 investment picks for next year. Given the explosive potential of autonomous vehicles and Tesla's current dominance in EV infrastructure, this prediction is turning heads. The robotaxi sector could reshape transportation as we know it. For traders watching macro trends and economic cycles, keeping an eye on how this space develops makes sense.

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MetaverseLandlord

· 7h ago

80%? Elon Musk is about to monopolize again, this time it's the taxi industry?

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UncleLiquidation

· 7h ago

80%？Bro, are you dreaming? The competition isn't that simple. What do you think of Waymo and Cruise? Feels like they've been forgotten. Tesla is indeed impressive, but can robotaxi really monopolize 80%? 2026 is too close; this prediction might be a bit overhyped. Don't rush to get on board; wait and see how this sector develops. Dan Ives is hyping it up again; TSLA fans' eternal source of confidence. 80% market share? Unless the competitors are all slacking off. The roadmap looks great, but execution is the key. If it can be achieved this time, it's considered a success; don't expect too much. Regulation, technology, costs... a bunch of pitfalls, it's not that easy.

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GateUser-bd883c58

· 7h ago

80%？Talking so confidently is a bit hollow, who can be so sure Tesla's autonomous driving stuff... wait until it actually runs before bragging These Ives keep praising Tesla every time, the routine is a bit old 2026 is still early, too many variables Robotaxi is indeed a hot topic, but how is the 80% figure calculated? Compared to that, I care more about when FSD will truly fix that bunch of bugs If you ask me, it's better to solve the current problems first before talking about the future

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MEVHunter

· 7h ago

80%? That depends on whether Tesla can secure the optimal race track in the mempool, otherwise it's just on paper data.

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CrossChainBreather

· 7h ago

80%？This guy must be joking... --- Tesla taking an 80% share? That's a joke, competition isn't that simple. --- Is robotaxi really about to take off? Then I need to think about how to get on board... --- It's Dan Ives again. Is this guy's prediction more accurate? Hold on, let's talk later. --- Top 5 still specifically mentions TSLA, it seems they are really optimistic. --- 2026 is too close, feels overly optimistic. --- In autonomous driving, Tesla's technology is indeed quite ahead. --- This 80% figure is a bit outrageous. Are other manufacturers just not good enough?

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