Apr. 29 at 7:09 AM
$TSLA
By 2031, Tesla may not trade like a pure auto name.
Street mix expectations shifting:
Auto: 40%
Energy: 11%
Services: 9%
Robotics: 16%
Cybercab: 24%
Cars still matter, but only ~40% of rev.
~60% could come from non-auto segments.
Valuation narrative evolving—
market increasingly pricing
$TSLA as AI + robotics + energy.
