TAM units Micromobility EV

[sanderkie]

Would somebody able to elaborate a little on the TAM units in the "Valuation ASP Tables".
The model seems to assume fo Micromobility EV a total market of 10.000.000.000 (> humans).
This initially did not make sense to me, unless you include microdevices like e-scooters etc.
However, it also list an Average Sale Price of $7000, so def not e-scooters.
Is the assumption there that the total market cap for micromobility is more than 1 device per human?
And that Tesla will take 12.5% of that?
Or should I read this as Tesla disturbing the current micromobility market (including e-scooters, bikes, etc) by offering such cheap EV-rides that people will switch from these options to the Tesla option?

This seems to represent 94,80% of the total market size, so it seems to be a rather important data point.