Position Analysis Tesla (TSLA) Tesla Robotaxi Moat Robotaxis threaten to dismantle Uber's gig economy model by eliminating its driver-dependent network, with Tesla's vertically integrated, AI-driven approach poised to dominate the autonomous ride-hailing market. The upcoming scalable, cost-efficient robotaxi network could redefine transportation, logistics, and urban economics. Uber is no longer just a ride-hailing company; it’s strategically becoming an end-to-end travel and mobility...