[Barclays: Tesla's AI Strategy Core May Be Robotaxi, But Scaling Inflection Point Has Yet to Arrive] Odaily Planet Daily News - Barclays highlighted in its latest research report that autonomous driving taxis (Robotaxi) are the most critical component of Tesla's AI strategy. The report pointed out that Tesla currently has three main growth drivers: FSD (Full Self-Driving), Robotaxi, and the Optimus humanoid robot. Among them, Optimus has the largest potential market space but is still in the prototype stage; FSD has already started generating revenue, though its market space is relatively limited. In contrast, Robotaxi not only has a massive potential market but has also begun commercial operations, making it the most important AI business for Tesla at present, according to Barclays. Barclays assigned Tesla an "Equal Weight" rating with a target price of $360.