Part 3/11:
- The potential for Tesla to dominate mobility and logistics globally
The key argument revolves around the premise that if Tesla captures even a fraction of this emerging market, its valuation could vastly outstrip current measures, reaching into hundreds of trillions of dollars.
Underpinning the Argument with Numbers
The author develops a bottom-up financial model grounded in current and projected trends:
The world labor market is valued at $25–30 trillion today, with automation capable of replacing a significant portion.
Tesla’s free cash flow (~$17 trillion) aligns with a market cap matching these enormous future valuations.