2026-01-18 18:37:51

An interesting perspective is circulating: Tesla's true valuation logic is actually viewing it as an autonomous driving platform. Once robotaxi services become widespread, vehicle sales will shift from a one-time transaction to a continuous stream of software subscription revenue. Imagine that model—close to 70% profit margins. This completely changes the perception of the company.

Even more radical discussions are happening around SpaceX. If the space industry is considered an untapped frontier, a trillion-dollar IPO valuation doesn't seem exaggerated. After all, from commercial space to satellite internet, the potential is indeed there. The key question is, how will the market price these new narratives?

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APY_Chaser

· 01-21 14:13

70% profit margin? Sounds great, but the question is when will robotaxi truly achieve scale and deployment? It feels like just an empty promise. I'm a bit skeptical about SpaceX's trillion-dollar valuation, but then again, who knows? Maybe in ten years, it will really happen.

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NoStopLossNut

· 01-20 22:59

A 70% profit margin sounds great, but it will still be a few years before robotaxi services truly become a reality. Talking about it now might be a bit premature. Honestly, I believe more in Tesla's software ecosystem succeeding than in SpaceX's trillion-dollar valuation dreams; it's more practical. If Robotaxi really becomes a reality, that would be a game-changer. Right now, it's a gamble on the future. Satellite internet does have some imagination, but the market currently doesn't assign it much valuation, so there's definitely room for growth. To be honest, when Robotaxi is truly deployed on a large scale, the valuation will naturally rise. No need to hype it up now.

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JustAnotherWallet

· 01-19 11:59

70% profit margin sounds great, but can robotaxi really become widespread? Feels like something is still missing. --- Is SpaceX worth trillions? Wake up, right now storytelling is valuable, but implementation is even more valuable. Don’t be fooled by the stories. --- Wait, even Tesla itself hasn't dared to boast about the software subscription model like this. Why should the market believe it now? --- Have you calculated it? If robotaxi really arrives, who will bear the costs of insurance, charging, and maintenance? A 70% profit margin seems uncertain. --- Alright, another round of new narrative harvesting. Anyway, the retail investors love to hear these stories.

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MidsommarWallet

· 01-18 19:07

A 70% profit margin sounds outrageous but also seems really possible—just not sure when we'll see that day.

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ETHmaxi_NoFilter

· 01-18 19:06

70% profit margin? Sounds great, but when robotaxi will actually be implemented is still a mystery. SpaceX is reliable; Starlink is already making money, Elon is good at storytelling. Subscription models sound good, but Tesla needs to prove that autonomous driving can really work. Trillion-dollar valuation? Wake up, we still need FSD to truly mature, not just YOLOing. I've heard this narrative countless times; the key is execution—just talking about stories, the crypto world is already doing it.

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ApyWhisperer

· 01-18 19:06

Robot taxi with a 70% profit margin? Sounds great, but I'm afraid it will remain in the PPT stage forever. I believe in SpaceX's trillion-dollar valuation, but this kind of pricing is way too ahead of its time. The key is that FSD must truly be implemented; otherwise, it's all just castles in the air.

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SelfSovereignSteve

· 01-18 19:05

Bro, hearing about a 70% profit margin sounds great, but has it actually been implemented? --- I'm tired of Musk's narrative; every time it's about changing the world in the next decade. --- If robotaxi really takes off, Tesla will be invincible. The question is, when will "really take off" happen? --- That trillion-dollar valuation for SpaceX... Well, daring to dream is one thing, but it’s tough for latecomers. --- Software subscriptions sound very attractive, but will regulations allow them to succeed? It’s a bit uncertain. --- Remember the hype in 2017? And what happened? The story always gets fulfilled the next year. --- If robotaxi becomes truly widespread, the entire transportation industry will need a complete overhaul. That would be crazy. --- Having potential isn’t enough; it also depends on whether it can be commercially implemented. Tesla and SpaceX are both betting on that. --- High profit margins don’t matter much; I just don’t trust the autonomous driving system.

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RugPullAlertBot

· 01-18 19:04

I'm not really convinced about the 70% profit margin. Let's wait until robo taxis are actually running before discussing it. That SpaceX valuation of a trillion dollars is indeed a bit outrageous, but who knows... Elon Musk's stories are definitely impressive.

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DegenGambler

· 01-18 19:02

Wow, 70% profit margin? If that really materializes, I’d sell my house and go all-in right now. --- Robotaxi popularization? Dream on, the technical difficulty is right there. --- Spacex going public with a trillion-dollar valuation? Laughable. That’s just capital making up stories. --- Software subscription revenue sounds great, but the key question is: will consumers pay for this package? --- Starting to talk about narrative-based pricing again. Anyway, retail investors are just the bagholders. --- I see the robotaxi thing as uncertain. Even Tesla FSD is like that. --- A trillion-dollar IPO? First, stabilize the existing business before bragging. --- I just want to ask, when will robotaxi hit the road? Isn’t it supposed to be soon? --- This logic sounds pretty good, but can they really make that kind of money? It’s a bit uncertain. --- Subscription models do make money, but only if people are willing to renew.

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BearMarketSage

· 01-18 18:45

Bro, I'm already tired of this logic. Can the software subscription pitch make Tesla's stock price multiply several times? First, get autonomous driving out and then talk big.

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