Musk says Tesla can reach a market value of 100 trillion yuan! That means there is still 65 times more space! This may sound exaggerated, but if you break down the blueprint that @ elonmusk is laying out, the logical chain will become clear. First layer: Robotaxi Ark Invest predicts that by 2030, the market size of autonomous taxis will reach $10 trillion. Currently, Tesla's fully autonomous driving has undergone unsupervised testing in Austin and San Francisco. If Tesla can occupy 30% of the market share and calculate based on its current 13 times market to sales ratio, its autonomous driving business alone can support a valuation of $39 trillion. Second layer: Optimus (humanoid robot) Morgan Stanley estimates the potential market for humanoid robots to be $5 trillion, while Citigroup believes it to be $7 trillion. Musk stated in July last year that he expected to produce 100000 Optimus units per month within 60 months. Calculated at a unit price of 25000 US dollars, by the beginning of the next decade, the robotics business alone will generate an annual revenue of 30 billion US dollars. But Musk truly believes that the market for "alternative physical labor" is almost infinite. The total annual labor compensation worldwide is approximately $40 trillion. If Optimus can occupy 5% of the market share within 15 years, the annual revenue will reach $2 trillion. Based on a 13 fold market to sales ratio, the market value of the robotics business will reach $26 trillion. Third layer: Energy business Tesla deployed a record breaking 14.2 GWh energy storage system just last quarter. The growth rate of this business has exceeded that of electric vehicles in the same period, but currently no one has priced it reasonably. Fourth layer: Manufacturing flywheels Tesla has just started construction of an independent Optimus factory at its Texas Gigafactory, with the goal of producing 10 million units annually by 2027. They discontinued the Model S and Model X to free up factory space for producing robots. This clearly indicates where the management believes the future profit curve will be. Summary: Data Summary 39 trillion (Robotaxi)+26 trillion (Optimus)+trillions of dollars in energy and electric vehicle business - adding up, $100 trillion is no longer an illusion, but more like a multi headed script: three independent bets will all win in the same decade. But can it really go smoothly? Each layer of logic requires Tesla to have execution capabilities that have never been proven in mass production. FSD has not yet been commercially deployed; Optimus Gen 3 is still limited within the factory; The manufacturing process of Cybercab has not been inspected; Moreover, BYD has surpassed Tesla in global sales of electric vehicles for two consecutive years. $100 trillion is the world's' all win price ': Tesla has won three battles simultaneously in autonomous driving, robotics, and energy storage. The real question is not whether these markets exist, but whether there is really a company that can swallow all three cakes at the same time.