Tesla at 1%: A Journey to 100% Growth and Beyond Imagine a seedling, barely breaking through the soil, representing just 1% of the mighty oak it's destined to become. This metaphor aptly captures where Tesla stands today in its journey toward redefining transportation, energy storage, and autonomous technology. Today's Tesla: The 1% Mark As of late 2024, Tesla's electric vehicle (EV) production hovers around 2 million vehicles annually, with ambitions to escalate this number significantly. Its energy division, particularly battery storage like the Megapack and Powerwall, has shown impressive growth, with deployments expected to more than double this year, hinting at Tesla's burgeoning role in renewable energy solutions. Full Self-Driving (FSD) technology, while still in its supervised phase, shows incremental progress with each update, aiming to revolutionize how we perceive road travel. Far less than 1% today is the Optimus humanoid robot, being used just for demos right now. The numbers today: EV Production: Approximately 2 million vehicles per year. Energy Storage: Projected to deploy at least 9.1 GWh in Q4 2024, with revenue streams becoming increasingly significant. FSD: Continuous improvements, yet still in a phase where human oversight is necessary, indicating we're at the infancy of its potential. Humanoid Robot: Generating no revenue today, this is barely even a startup company at this point. Now, let's project these numbers into a future where Tesla achieves what might be considered its 100% growth potential: EV Market Penetration: If Tesla scales to produce 20 million vehicles annually, as some enthusiasts speculate for the 2030s, we're looking at a world where Tesla not only leads the EV market but significantly influences global car sales patterns. At this scale, Tesla's automotive revenue could potentially surpass $600 billion, assuming an average selling price that reflects increased affordability. Energy Ecosystem: With energy storage solutions growing by 200-300% annually, Tesla could be deploying terawatt-hours of storage, essentially becoming the backbone of a new, sustainable energy grid. This growth would not just transform Tesla into an energy titan but could also see energy margins enhancing profitability far beyond what's seen in automotive sectors. Elon Musk has said this will grow bigger than the automotive business and likely be more than $600 billion/year at maturity. FSD and Autonomous Vehicles: Imagine a future where Tesla's FSD technology matures, leading to a fleet of Robotaxis. If Tesla captures even a fraction of the global taxi and ride-sharing market, we're discussing a service that could generate revenue in the trillions. This isn't just growth; it's a paradigm shift in personal and public transportation. Humanoid Robot: Today, the Optimus humanoid robot is a show - able to do some cool things, but not yet ready for factory work and being a personal assistant in the home. In the future, the Optimus robot will be wanted by every person and every business. A billion of these will be made - far more than anyone can imagine today, but I bet Elon Musk sees this far ahead. This is many multiples of trillions of dollars in the future.