A person who knows a lot about money thinks that Tesla needs to make self-driving cars that can give people rides without a driver inside. He says that if they don't do this, it will be hard for them to compete with other companies like Uber and Lyft. Right now, Tesla is trying to sell more electric cars and collect money from selling their cars, but the person thinks they need to make self-driving cars cheaper if they want people to use them for rides. Some other smart people think that Tesla can make a lot of money if they create self-driving taxis, but only if the cars can drive by themselves without anyone inside. Read from source...

- The author seems to have a strong bias against Tesla and Elon Musk, as he uses negative words like "day-dreaming" and "soft patch" to describe their plans and challenges. He also does not provide any evidence or sources to back up his claims, making them seem more like opinions than facts.
- The author does not address the potential benefits of Tesla's robotaxi service, such as increased safety, reduced traffic congestion, environmental impact, and customer convenience. He also does not acknowledge the possible advancements in FSD technology that could enable unsupervised ride-hailing in the future.
- The author compares Tesla's hypothetical robotaxi revenue with Lyft's actual revenue, which is an unfair and misleading comparison. He also assumes that Tesla would have to discount its prices significantly to compete, without considering other factors such as brand loyalty, customer experience, and network effects.
- The author mentions Cathie Wood's Ark Invest valuation for Tesla, but does not explain how it was derived or what assumptions were made. He also does not mention any alternative valuations or perspectives from other analysts or experts in the field.