George Gianarikas

Gianarikas is bullish on Tesla because he views its investment case as shifting toward autonomy, robotics, energy storage, and CyberCab/robotaxi production rather than near-term EV volume. He argues Tesla's camera-only, sensor-light approach can scale robotaxis far faster than Waymo's sensor-heavy model because Tesla already has the intelligence and sensor set on vehicles on the road and could mass-produce robotaxis quickly. He models a large addressable market, including 24 billion U.S. ride-hailing miles and about $1 per mile by 2030, with global expansion, though regulatory approvals remain a state-by-state and city-by-city risk.