Tesla Inc(NASDAQ:TSLA) analysts Tom Narayan and Brad Erickson highlight the company's potential with FSD and robotaxis and also share thoughts on whether the electric vehicle giant could work withUber Technologies(NYSE:UBER) andLyft Inc(NASDAQ:LYFT) instead of competing against them.

Tesla FSD, Autonomous Opportunity:RBC hosted investors at Tesla's Giga Texas facility and now has "increasing confidence" in the company's autonomous vehicle goals, along with more confidence in seeing the company's competitive advantages in manufacturing over other automotive companies.

Narayan and Erickson, who have an Outperform rating on Tesla, raised the...