“Where he will be making money is with his Semi truck sales to fleet buyers”.
You’re joking. Right? There is no battery that can compete with a diesel engine. Period. There isn’t a long haul fleet trucking company on earth that will trade their diesel fleet for a battery-powered tractor.
You might get some Virtue Signalling short-haul trucking companies whose owner is a New Green Deal sort to take such a chance. But, there aren’t many of those around.
Starlink? I agree. This is a sure thing due to the demand for the internet in remote areas where the cable isn’t justified or, where the cable isn’t even feasible.
Robotaxi’s? LOL. The only way those will ever be feasible is if you make all vehicles autonomous. As long as humans are allowed behind the wheel of vehicles our total unpredictability makes any advantage of Robo-Vehicles mute. No computer program is capable of dealing with the complete unpredictable behavour of humans.
Well, to be fair to Tesla they do have a number of fleet companies that have made reservations for Tesla Semis. Among them are UPS, Pepsi, Sysco, Budweiser, JB Hunt, Loblaws, Walmart, NFI Industries, DHL Supply Chain, and Asko. Not saying they're big fleet purchases, but they are making sales, which are bound to grow over the next ten years. Diesel fleets will continue to be king for some time to come. But Tesla will make money on Semi sales.