Tesla: Here's What People Are Misunderstanding

  • Tesla's current valuation isn't justified by traditional metrics, but its potential as an AI, robotics, and energy company is unmatched. The robotaxi and autonomous vehicle market could drive Tesla's valuation to $900B alone, thanks to its vertically integrated stack and cost advantages. Optimus robotics and other moonshot projects could add $300B+ in value, with further upside from energy, insurance, and software businesses.