According to CoinMeta, 2027 could be a golden year for Tesla, mainly due to the launch of robot taxis and Optimus. Tesla delivered 486,532 cars in the third quarter, of which Model and Model Y accounted for 98%. Ives believes that Tesla's current stock price reflects future expectations. He mentioned that demand is stabilizing, especially after several years of decline, with a rebound in the European market. However, he does not think Cybertruck will have a significant impact on demand. Ives's timeline indicates that robot taxis will enter more cities in the early to mid-2027, while Optimus will be launched in the second half of 2027. He also noted that Tesla's transformation will turn it from an electric vehicle manufacturer into an artificial intelligence company. Ives believes that the probability of a merger between Tesla and SpaceX exceeds 80%.