Uploaded May 2025 | Updated September 2026, 2 days ago
The good news on tariffs and economy and for Tesla are already starting to show in the share price. May 11, 2025 overnight trading is seeing Tesla up by 7% ($23) to $321 a share.
UPDATE - Announcement that US Tariffs are down to 30 percent for China and China reduces tariff to 10 percent for the US. The positive China-US trade news is being viewed as great news for Tesla. This is just the start for Tesla with the robotaxi release in about 20 days and the new lower priced cars.
The U.S. will cut tariffs on Chinese goods to 30% (from 145%) for 90 days, while China will lower its levies to 10% (from 125%) for 90 days, according to US Treasury Secretary Bessent.
If Tesla scales robotaxi starting in June 1, 2025 then they will develop the only scaled self driving solution. Waymo and the China robotaxi only have about 3000 combined robotaxi vehicles.
Tesla can have 1000 times as many robotaxi in 2026.
Self driving cars can make taxi revenue by driving over 50,000 miles per year and make about $1 per mile in profit. Cars that make $50,000 per year starting in 2026 will drive demand for those vehicles.
The demand wave should start late in 2025.
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This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
The good news on tariffs and economy and for Tesla are already starting to show in the share price. May 11, 2025 overnight trading is seeing Tesla up by 7% ($23) to $321 a share.
UPDATE - Announcement that US Tariffs are down to 30 percent for China and China reduces tariff to 10 percent for the US. The positive China-US trade news is being viewed as great news for Tesla. This is just the start for Tesla with the robotaxi release in about 20 days and the new lower priced cars.
The U.S. will cut tariffs on Chinese goods to 30% (from 145%) for 90 days, while China will lower its levies to 10% (from 125%) for 90 days, according to US Treasury Secretary Bessent.
If Tesla scales robotaxi starting in June 1, 2025 then they will develop the only scaled self driving solution. Waymo and the China robotaxi only have about 3000 combined robotaxi vehicles.
Tesla can have 1000 times as many robotaxi in 2026.
Self driving cars can make taxi revenue by driving over 50,000 miles per year and make about $1 per mile in profit. Cars that make $50,000 per year starting in 2026 will drive demand for those vehicles.
The demand wave should start late in 2025.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
Follow Randy Kirk on youtube.com/@randykirk_youtubechannel
Patreon - Next Big Future and Randy Kirk
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
