Elon Musk: FSD Will Eliminate Passenger Rides 'In a Few Years' — Tesla's TAM Is TaaS, Already Decided
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Elon Musk said FSD will eliminate passenger-ride services (human-driven taxis, ride-hail) 'in a few years.' At Tesla's January 2026 shareholder meeting, Lars Moravy and Elon confirmed that the best way to expand Tesla's TAM is Transportation as a Service, not more vehicle models. This marks an official strategic commitment to pivot Tesla from a carmaker to a TaaS platform.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.