{"id":"tp-37903","type":"article-newspaper","title":"ARK Ties Tesla’s 2031 Case to a $225 Billion AI Spending Assumption","author":"Token Post","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/insights/37903","datePublished":"2026-10-22T13:34:35.000Z","dateModified":"2026-10-22T13:34:35.000Z","language":"en","abstract":"The model’s base case includes 8.1 million robotaxis in 2031. Tesla’s third-quarter results provide a current operating baseline, including $28.046 billion in revenue and nearly 2 million cumulative unsupervised robot…","section":"Insights & Views","references":[{"title":"earlier coverage of ARK’s Tesla valuation","url":"https://www.tokenpost.com/news/investing/36039"}]}