“One of the reasons we called Tesla a ‘must own’ in our recent launch — despite all the obvious risks — is that the world is about to change, dramatically,” Melius analyst Rob Wertheimer wrote in a note on Monday morning. “Autonomy is coming very soon, and it will change everything about the driving ecosystem … We believe the next five years will see hundreds of billions in value shift, from a collection of soon to be struggling or even obsolete companies, to Tesla.”
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