Tasha Keeney (@TashaARK) / X

Tasha Keeney

14.5K posts

Tasha Keeney

@TashaARK

Director of Investment Analysis @ARKInvest | Direct Research on Autonomous Tech, Robotics, & Embodied AI (🚗🚜✈️🤖). Disclosure arkinv.st/2rxmMRG

New York, NY

ark-invest.com/articles/?sort…

Joined December 2013

Tasha Keeney
@TashaARK
Jul 19, 2023
Tesla is in discussion with a major automaker about licensing FSD. This is not surprising in the wake of failed efforts like ArgoAI at Ford. Autonomy is hard, it requires vast amounts of data, and I believe many automakers will fail to achieve it on their own.
758K
Tasha Keeney
@TashaARK
Oct 22, 2025
Back from a little hiatus. Did I miss anything? 🤔😉
274K
Tasha Keeney
@TashaARK
Jan 6, 2023
Removing autonomous driving & any form of ride-hail, which we believe will drive >60% of Tesla's value over the next 5 years, our 2026 price target would become roughly $500/share (post split) based on EVs alone, more than a 4X increase from current price.
ARK’s Expected Value For Tesla In 2026: $4,600 per Share
From ark-invest.com
2.9M
Tasha Keeney
@TashaARK
Oct 23, 2024
Tesla plans to start ride-hail next year and already testing capability in California. This is huge! At 10/10, we heard unsupervised FSD next year, but this is a confirmation that they can start a ride-hail service as well. Autonomous ride-hail should unlock a $10T+ opportunity
189K
Tasha Keeney
@TashaARK
Oct 25, 2021
The Hertz deal could offer free advertising for Tesla and the opportunity for a partner in robotaxi fleet management/maintenance down the line.
Tasha Keeney
@TashaARK
Jun 12, 2024
Our updated Tesla model is now out! ark-invest.com/articles/valua… Autonomous driving likely will be one of the most life-changing AI unlocks in history, and quite meaningful for Tesla shareholders:
8.7M
Tasha Keeney
@TashaARK
Apr 20, 2023
1/ Our latest Tesla price target is out! $2,000 per share in 2027. Check it out! ark-invest.com/articles/arks-… Similar to last year, we believe autonomy will represent a significant portion of Tesla’s future enterprise value.
2.8M
Tasha Keeney
@TashaARK
Apr 13, 2023
From our last year's Big Ideas report, but still very relevant today: Autonomous vehicles could be one of the most economically impactful innovations in history .
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Tasha Keeney
@TashaARK
Apr 19, 2023
When Elon says Tesla is the only automaker that could sell cars for zero margin today and makeup for it in autonomy earnings later, here's why that matters. Autonomous mobility platform operators will be a Goliath in the future auto value chain, worth much more than OEMs alone.
564K
Tasha Keeney
@TashaARK
Aug 28, 2023
And so it starts... I think the supercharging network is the gateway drug for other Tesla platforms. Licensing autopilot and FSD next?
264K
Tasha Keeney
@TashaARK
Apr 5, 2024
1/ Pay attention to this. Clearly today's reporting and subsequent market reaction was yet another sign that I think many analysts are not factoring in the autonomy opportunity into Tesla price expectations.
Elon Musk
@elonmusk
Apr 5, 2024
Tesla Robotaxi unveil on 8/8
203K
Tasha Keeney
@TashaARK
Oct 28, 2024
Tesla has been testing a ride-hail service for ~1 year. This is a monumental step forward. Read more in our newsletter.
Daniel Maguire
@DMaguireARK
Oct 28, 2024
Tesla is launching a ride-hail service in 2025, which we believe will unlock a multi-trillion dollar robotaxi opportunity. Read our thoughts on Tesla’s Q3 Earnings below! ark-invest.com/newsletters/is…
177K
Tasha Keeney
@TashaARK
Mar 6, 2021
Replying to @elonmusk
Sign me up!
Tasha Keeney
@TashaARK
Oct 8, 2024
Excited for 10/10! Most looking forward to software and app updates for the Tesla robotaxi platform. While the Cybercab should enable a lower cost structure, I don't expect it to be a bottleneck for robotaxi launch. How will launch work? My thoughts:
ark-invest.com
Countdown To Cybercab, Tesla’s Multi-Trillion Dollar Robotaxi Opportunity
On October 10th, Tesla will unveil Cybercab, its highly anticipated robotaxi, taking a crucial step toward launching its autonomous ride-hailing service. In our view, an autonomous taxi platform will...
202K