My hyper-bull case is that 30% of global rides will be driven by AVs in 10 years. This will require ~120M+ cars doing ~25 rides a day ~360 days a year. It will cost ~$5T to build these cars at ~$40,000 each. 12M cars are built a year on average, but there will be a slow and steady ramp; perhaps 250k in 2027, 500k in 2028, 1m, 3m, etc (build your own model). Predict Tesla will be #1 in this space with 40% market share -- which would mean building ~50M cars in a decade. Zero to 40%…