According to Sawyer Merritt, Cathie Wood stated that ARK Invest has set a 2030 price target of $2,600 for Tesla, with 90% of the valuation attributed to the anticipated proliferation of AI-powered robotaxis. She further mentioned that the target could increase if Tesla's humanoid robot technology develops faster than projected (Source: Sawyer Merritt on Twitter). This analysis highlights how advancements in autonomous driving and robotics, powered by AI, are central to Tesla's future business model and multi-trillion-dollar market opportunity. The focus on AI-driven robotaxi services and humanoid robots positions Tesla as a leader in the AI mobility and robotics markets, offering significant opportunities for investors and technology partners.