Tesla Community

Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.

It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.

Catalysts Tesla has several exciting products and services in the pipeline that could significantly impact sales and earnings: Cybertruck : This highly anticipated electric pickup truck is expected to hit the market soon. Its unique design and features could attract a new segment of customers.

Tesla’s Future Valuation: A Deep Dive into 2030 Predictions 1. Introduction: Why This Matters Tesla is no longer just an automaker—it’s evolving into a technology powerhouse with AI, robotics, energy, and software.

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.

Key Takeaways Tesla’s auto market share will grow but less than investors expect The semi will contribute $17.5B if its value proposition matches that of ICE trucks Energy revenues will reach $16.7B in 2028 as industry tailwinds support continued growth If FSD wins, it’s at risk of being shared by government safety mandates PE will re-rate lower in long term to be similar to current auto peers Business has great growth prospects, but even they don’t justify current price Catalysts Tesla’s TAM and Market Share Has Limitations In the last 4 quarters ending Q2’23, Tesla has delivered 1,638,123 vehicles. Approximately 46.8% of total sales are made in the U.S. and we can use this as a basis to estimate the number of vehicles sold in the U.S., which comes out to 766,478.

Key Takeaways Tesla’s Dojo supercomputer will empower them to develop more powerful products. Dojo will elevate Tesla’s Autopilot and Self-driving technology to become market-leading.

Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.

Key Takeaways The launch of fully autonomous driving and robotics could create major new revenue streams and transform Tesla’s business model beyond vehicle sales. Advanced manufacturing, energy storage growth, and an AI-driven global strategy may drive higher margins, cost efficiencies, and rapid geographic expansion.