Part 7/13:

These numbers suggest a transformative impact on Tesla's overall revenue, especially if demand in energy storage and grid services accelerates as anticipated.

Autonomous Vehicles and Robo-taxi Initiatives

Tesla’s autonomous driving ambitions are a critical part of the future outlook. The projections for Robo-taxi revenues—based on fleet ownership and utilization—vary substantially:

• Bear case: $100 million.

• Base case: $300 million.

• Bull case: An astonishing $2.25 billion.

Margins in autonomous driving solutions could also skyrocket from 40% in adverse scenarios to as high as 80%, driven by technological breakthroughs, efficiency gains, and scaling.

Owner Fleet Revenue

The owner-operated fleets are expected to generate: