Part 8/10:
Semiconductors & AI Chips: Developing proprietary inference chips and deploying them in vehicles, data centers, and other devices creates a multi-trillion dollar market opportunity.
New Business Models: With the shift to recurring revenues—subscriptions, data sales, platform services—Tesla's valuation could be driven by fundamental business model transformation rather than just unit sales.
Challenges and Realities
While the projections sound almost unbelievable, they rest on Elon Musk’s aggressive timelines, technological innovation, and Tesla's ability to execute on these complex ventures. Building in-house semiconductor fabs, scaling robot production to millions, and establishing a global robo-taxi fleet are enormous technical and capital challenges.