Part 7/10:
Based on a conservative multiple akin to Nvidia's, which commands around 40x EBITA, Tesla reaching $400 billion EBITA could justify a $17 trillion market cap. Estimations suggest this milestone could be achieved between 2028 and 2030, assuming rapid ramp-up of robo-taxis, the deployment of millions of Optimus humanoid robots, and the successful scaling of Tesla's semiconductor ambitions.
The Business Opportunities Beyond Vehicles
Tesla's vision extends beyond traditional automotive manufacturing:
- Autonomy & Robotics: The plan to produce 1 million Optimus humanoid robots and deploy tens of millions of robo-taxis could generate hundreds of billions in profitable revenue.