ARK Invest projects Tesla's robotaxi business could drive 90% of its enterprise value by 2029, tapping into a $10 trillion market, despite Waymo's early lead with 250,000 weekly rides. Analyst Daniel Maguire cites Tesla's vision-only AI, vast driving data, and manufacturing scale as key edges. Both firms are rapidly expanding in Austin, marking 2025 as a pivotal year for the robotaxi race.