Tesla: Grab The Misunderstood Growth Narrative

  • Tesla, Inc. is navigating the growth waves depicting declining automotive revenue and ambitious growth in autonomy and robotics, but the inflection point is coming. Robotaxi revenue could account for almost 50% of its automotive business by the end of the decade, suggesting it's no longer just a pipe dream. Tesla's next growth optionality in humanoid robotics may unveil an even more massive opportunity, although competition against the best rivals in China could be intense.