Tesla Inc

TSLA

Tesla Inc

@david
1 year ago

What's Their Growth Strategy?

What's Their Growth Strategy?

At the 2024 Tesla Shareholder meeting, Elon covered TSLA's growth strategy pretty extensively.

He called it not a new chapter, but a "new book".

The growth strategy revolves around two key facets:

  • Robotaxis, which he believes could be worth $5T
  • Optimus, which he believes could be worth $25T.

Elon says during the keynote that "ARKKS analysis is the best he's read"

https://www.ark-invest.com/articles/valuation-models/arks-tesla-price-target-2029

See Elon's talk: https://www.youtube.com/watch?v=remZ1KMR_Z4

Our video we made covering both of these :D

https://youtu.be/OL8RHxlRBok