Tesla's potential for growth lies in pursuing lighter and less complex vehicles, deploying millions of cobots, and achieving software-type margins, which could lead to a staggering market value surpassing that of Apple
Questions to inspire discussion
-
What is Tesla's potential for growth?
—Tesla's potential for growth lies in pursuing lighter and less complex vehicles, deploying millions of Bots, and achieving software-type margins, which could lead to a staggering market value surpassing that of Apple.
-
How many robots per person can we expect in the future?
—The future will likely see hundreds or thousands of robots per person, as long as there is energy and intelligence to operate them.
-
What is Elon Musk's projection for the number of bots next year?
—Elon Musk's projection of 1-2,000 bots next year is much faster than expected, potentially leading to a $10 trillion market cap by 2032, and the bots are not as complex as cars.
-
What is Tesla's ability to manufacture at scale?
—Tesla's ability to manufacture at scale, with a more profitable margin profile, will make it easier to build millions of vehicles, despite the challenges of using bots and a complex supply chain.
-
How does Tesla's growth potential compare to Apple's?
—Tesla's growth projections are conservative compared to Apple's revenue per active phone, indicating potential for significant growth.
Key Insights
- 🚗 The challenge of scaling up a heavy and complex vehicle like a Tesla is a difficult needle to thread, but pursuing lighter and less complex vehicles allows for full speed growth.
- 🤖 The potential deployment of 10 million Bots by 2032 could lead to a $10 trillion market cap for Tesla, showcasing the staggering growth potential.
- 💰 Elon Musk's insight on bringing down the cost of goods sold to the weight of what you're selling is profound and game-changing for Tesla's growth.
- 💰 The margin profile of building millions of electric vehicles makes it much easier to scale up, compared to traditional vehicles with tiny margins.
- 🤖 The future of manufacturing leans towards fully automated processes with minimal humanoid robots involved, as specialized tooling is much faster and more efficient at scale.
- 📱 The analysis of Apple's revenue per active iPhone compared to their market cap is quite intriguing and raises questions about the company's valuation.
- 📈 Elon's projection of Bots creating a $25 trillion market value for Tesla could be off by a factor of 10, potentially reaching 70 times Apple's value.
- 💰 Once we start to see software type margins and the cash flow and revenue that come from that flowing through, people will start to assign some of that value to Tesla.
#Tesla #Cobots
XMentions: @Tesla @HansCNelson @Invest_Answers @herbertong @FutureAza @HabitatsDigital
-
00:00 🚀 Tesla can pursue rapid growth due to its lighter weight and less complexity, and the future will likely see hundreds or thousands of robots per person.
- Scaling up a vehicle is difficult due to its weight and complexity, but Tesla can pursue growth at full speed due to its lighter weight and less complexity.
- The future will likely see hundreds or thousands of robots per person, as long as there is energy and intelligence to operate them.
-
01:50 💡 Tesla's Optimus is expected to ramp up production to 10,000 units next year, with the possibility of reaching 500 by the end of this year.
-
02:26 🚀 Tesla's Optimus projected to see exponential growth with CEOs predicting 1,000 units by 2024 and Elon Musk projecting 1-2,000 bots next year, potentially leading to a $10 trillion market cap by 2032.
- CEOs of humanoid bot companies are projecting exponential growth, with one CEO predicting 1,000 units by 2024, which is higher than any other company.
- Elon Musk's projection of 1-2,000 bots next year is much faster than expected, potentially leading to a $10 trillion market cap by 2032, and the bots are not as complex as cars.
-
04:28 💡 Tesla's Optimus can reduce costs based on the weight of the metal used in production, as mentioned by Elon Musk during a shareholder meeting.
-
05:04 🚀 Tesla's improved manufacturing capabilities will allow for mass production of vehicles, while also enabling the pursuit of robot development for future profitability.
- Tesla's ability to manufacture at scale, with a more profitable margin profile, will make it easier to build millions of vehicles, despite the challenges of using bots and a complex supply chain.
- Tesla can pursue robot development at full speed without worrying about early profitability, and as the robots become more capable, they can be offered as a service at increasing prices.
-
07:30 🚀 Tesla is leading in automated factories and projected to have 10 million bots by 2028, increasing efficiency and potential for fully automated manufacturing.
- Tesla is leading in automated factories, with the potential for fully automated manufacturing and the use of specialized tooling to increase efficiency.
- Tesla's production line is completely automated, with engineers supervising from above and detecting bugs, and the company is projected to have 10 million bots by 2028.
-
09:45 🚀 Tesla's potential for growth with Bots is significant, with projections indicating potential for significant growth and a market cap that could match Apple's at $3.3 trillion.
- Tesla's growth projections are conservative compared to Apple's revenue per active phone, indicating potential for significant growth.
- Tesla's market cap could match Apple's at $3.3 trillion with 14.3 million bots in operation, and with a 20% market share, Tesla's revenue from bots could be $28 trillion, leading to a market cap of $230 trillion.
- Tesla's potential for growth with Bots is significant, especially considering off-planet potential, and the market cap may not seem crazy in the long term.
-
12:58 🚀 Tesla's growth is expected to be significant in the coming months, with potential for improved earnings through the rollout of a robotaxi network or growth in FSD SAS revenues, leading to higher margins and cash flow.
- Tesla's growth is expected to be significant due to the upcoming election year seasonality in the stock market.
- Tesla is expected to see significant growth in the coming months, but it may not reach the same level of market cap as Nvidia without substantial earnings growth.
- Tesla's earnings growth will improve with the rollout of a robotaxi network or growth in FSD SAS revenues, leading to higher margins and cash flow, potential reclassification as a technology SAS company, and a seasonal uptick in the market.
-------------------------------------
Duration: 0:16:39
Publication Date: 2024-07-29T10:34:02Z