How does Tesla print?
Cars first. Energy growing. FSD and robotaxis are the option.
The factory is the product. Autopilot and Optimus are the story on top.
The mix
- AutomotiveCars and leases.80%
- EnergyPowerwall, Megapack.12%
- Services / otherFSD, service.8%
Who pays
Car buyers. Energy customers. Future robotaxi riders.
Who builds
Vehicle, Autopilot, energy, Optimus. A lot of manufacturing IC.