Part 5/10:
Optimus, Tesla's humanoid robot, is another area of focus. Bacti suggests that Tesla should target an install base of 100,000 robots by 2027, appreciating the need for competition to foster rapid development. He acknowledges an uncapped market for robotics, asserting that the technology could transform multiple industries if widely adopted.
Financial Modeling Insights
Bacti relies on a detailed discounted cash flow model to support his projections, incorporating various price targets through 2033 and analyzing the future cash flows of Tesla's operations. His analysis reveals a mix of core business growth and the burgeoning contributions of Robo taxis and Optimus.