Part 10/12:
Despite these bold projections, Arc emphasizes their conservative approach. Notably, they exclude the energy business and Dojo in their current model, citing limited short-term growth in these sectors. However, they acknowledge that in longer-term scenarios, these avenues could significantly augment Tesla’s value.
Their base case anticipates high compound annual growth—around 42%—which is extraordinary and implies rapid wealth accumulation but is unlikely to be sustainable indefinitely.