Please enable JavaScript.
Coggle requires JavaScript to display documents.
TSLA - Coggle Diagram
TSLA
PHYSICAL HARDWARE
Automotive
Margin crash
Chinese OEMs
Energy Storage
Megapack scale
AI power demand
Supercharging
Low-margin utility
VALUATION & ASYMMETRY
Valuation Decomposition
~$350B Floor (Auto/Energy)
~$1T+ "Autonomy Premium"
The Math Required
1M+ active robotaxis
$70B+ operating profit
The Expectations Trap
Perfect execution = Baseline
Delays = Brutal re-rating
AUTONOMY TECH
Tesla Approach
Vision-only (8 cams)
Low hardware cost
Global scalability
Waymo Benchmark
Sensor fusion (LiDAR)
Pre-mapped geofences
Commercial L4 today
THE CYBERCAB BET
Burn the Boats
No wheel/pedals
Total commitment
Regulatory Wall
L4/L5 mandatory
No manual fallback
monetization