According to Sawyer Merritt, Cathie Wood emphasized in a recent interview that the market's focus is shifting to the robotaxi opportunity, moving Tesla from traditional auto gross margins of 15% to a SaaS-driven model in the autonomous vehicle sector. She stated that the robotaxi recurring revenue model could achieve gross margins in the 70-80% range, enabled by advanced AI and autonomous driving technology. This shift indicates significant business opportunities for AI-powered mobility platforms, as high-margin recurring revenue streams become more feasible with increased adoption of robotaxis (Source: Sawyer Merritt on Twitter, Jan 17, 2026).