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Tesla's foundational business remains its electric vehicle lineup: the Model Y, Model 3, Model S, Model X, alongside its energy infrastructure, notably utility-scale batteries like Mega Packs. These batteries are critical not just for energy storage but also for their potential to revolutionize the US energy grid by replacing peak energy plants, thereby increasing peak capacity nationwide.
The energy segment has demonstrated overwhelming growth potential, constrained primarily by supply chain limitations rather than demand. Tesla's strategy to expand lower-cost, affordable EV models—like the recently launched affordable Model Y—aims to significantly boost market share by capturing a larger slice of the demand pie, especially in North America, Europe, and China.