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Active vehicle deliveries and subscriptions are deemed the easiest targets, with projections indicating they could be accomplished within 3-4 years. Conversely, the rollout of 1 million humanoid robots and 1 million robotaxi units could stretch closer to 2030, given technological and manufacturing ramp-ups.
Financial Outlook
The model forecasts Tesla’s EBITDA (a measure of core profitability) could reach $255 billion by 2030, aligning with the aggressive growth targets. The valuation is supported by the industry’s trajectory toward autonomous vehicles, AI, and energy solutions, which position Tesla at the forefront of these markets.
Is the Deal Worth It?
From an investor’s perspective, the proposition raises some critical questions: