Tesla could gain a stranglehold on the U.S. robotaxi market, which Goldman Sachs estimates will reach $415 billion globally by 2035, with the U.S. portion representing $48 billion. The bank also predicts autonomous trucking could add upside, potentially reaching $560 billion in 2035. Goldman Sachs previously estimated the robotaxi market would reach $7 billion by 2030 but has since raised that figure to $19 billion. Wedbush analyst Dan Ives believes Tesla will ultimately control 80% of the market. Tesla’s stock has fallen nearly 30% year to date due to scaling challenges. One reason for potential dominance is that Tesla controls its means of production, unlike most competitors who rely on third-party suppliers, which can constrain fleet growth, create implementation challenges—as seen with Alphabet’s Waymo—and raise costs. Vertical integration minimizes these issues for Tesla.