Part 9/12:
Looking further into the future—beyond 2026—Arc's models become even more optimistic. They project that as the years pass, Tesla's valuation could soar to $22 trillion by 2030 (or a $22 trillion enterprise value), incorporating additional revenue streams from AI-powered robots and energy markets. The longer horizon unlocks exponential growth, driven by new products like humanoid robots and advancements in AI.
Tesla's humanoid robot, as Elon Musk recently alluded to, is on track for a prototype this year, signaling rapid development. While these products are still in earlier phases, their eventual commercialization could dramatically reshape Tesla's valuation and the broader AI and robotics landscape.