TESLA

Tesla is a car business, yet they’re:

1. Spending $25 billion in CapEx for AI…

2. Building a million-unit robot line in Fremont while discontinuing two flagship vehicles to make room for it.

3. Constructing a 10 million unit line at Giga Texas (already under construction; we have drone views, thanks Joe!).

4. Starting Cybercab production with a line capable of a 1 million annual run rate.

5. Having the most compute of any manufacturer; Cortex 2 is coming online this year to train Optimus with 500 MW using 230,000 H100-equivalent GPUs.

6. Partnering with SpaceXAI and Intel to build the largest chip fab in the world, with everything needed under one roof.

7. Operating unsupervised robotaxis in 3 cities with a fleet of nearly 40 and scaling.

8. Offering the world’s most advanced ADAS (FSD) in over 9 countries and expanding.

9. Operating the largest Supercharger network in the world and expanding.

10. Manufacturing their own cells (4680) and owning their own lithium refinery.

11. Starting production of the Tesla Semi and mega charger installations.

12. Producing Megapacks, Powerwalls, and solar with a booming energy sector that will only see increased demand.

Yes, Tesla makes a majority of its revenue selling cars, but zoom out and see what they’re building for the future.

If you don’t get it by now, I can’t help you understand any better.

The future is autonomous

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