Part 10/13:
Diversification Beyond Vehicles: Tesla’s forays into energy storage, software subscriptions, and AI services are viewed as long-term strategic pillars. These segments are profitable and poised for rapid growth, offering revenue streams that cushion the automotive cycle volatility.
Offensive Positioning: Analysts like Matt Smith highlight Tesla’s unique data advantage, strong hardware-software integration, and technological leadership—making it well-positioned for the EV tidal wave and AI-driven transformation of transportation and energy sectors.