Tesla (TSLA +2.96%) stock is on the decline. Since 2026, shares have lost more than 15% of their value. The company recently posted declining automotive sales for the third year in a row, while competition in the electric vehicle (EV) space continues to rise sharply. Still, the company has a market cap north of $1 trillion. That size gives the company something few competitors can match: access to capital. Few companies have the ability to raise billions of dollars in fresh capital as quickly as Tesla. This is partially why the company can target massive growth opportunities that few corporations on Earth could ever dream of going after. In fact, there's one market in particular that could add more than $1 trillion to Tesla's current market cap. If Tesla succeeds in this market, its current troubles will become ancient history. NASDAQ: TSLA Key Data Points 1 opportunity for Tesla to add $1 trillion to its market cap Ridesharing is already a giant business. Uber Technologies has a market cap of around $150 billion. Some forecasts believe the global rideshare market will exceed $650 billion by 2034. But those estimates usually just include the conventional rideshare market. By the end of the decade, there may be a brand new opportunity far bigger than the conventional rideshare market: robotaxis. Of course, for robotaxis to exist, self-driving technology would need to reach a level of maturity that currently does not exist. But according to a new report from McKinsey & Co., the future has nearly arrived: Autonomous vehicles are on the on-ramp to full deployment. Recent years have seen the first Level 3 (L3) vehicle releases, more than 700,000 fully autonomous robo-taxi rides per week, and the first driverless demos for autonomous trucks. This ramp-up is global: Europe has been home to more