Tesla's Ecosystem - Simple and Brilliant
The Tesla Ecosystem was recently shared via its Twitter account and it shows a very simplistic, yet brilliant diagram.
From that Energy storage, you can have someone living at a home using Autobidder. This allows someone to store energy and sell it back to the grid for a profit.
From that same energy storage, you also have Tesla battery cells that are used for creating the Megpack and PowerWall and also for creating Tesla vehicles. Those Tesla vehicles are currently the Model 3, Model Y, Model S, and Model X. Tesla is famous for these vehicles.
These vehicles get their Tesla battery cells and also have FSD software running in them which allows the vehicles to run autopilot and FSD, allowing the vehicle to drive itself. This is Tesla's business, simplified and covers everything they are giving to customers right now.
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Future Ecosystem Additions
One future addition that will be added to this ecosystem is Tesla Bot. That's going to probably be put somewhere connecting to Tesla Cells. The Tesla Bot is going to need battery cells and FSD in order to run. There'll be a name change possibly for FSD to fit both Tesla Bot and Tesla vehicles.
Beyond the Tesla Bot, Tesla may also sell Dojo as a service. This is the way that Tesla trains its massive data sets - or is Tesla's attempt to make training machine learning models much more efficient.
Regardless, all of this starts with the sun and the near limitless energy that it provides. Autobidder and FSD are maximizing utilization through software. In the end, it will be AI and software that end up powering Tesla's products, not humans.
Are there future additions that you would add to this diagram? Is Tesla's business model simple and brilliant?
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter or LinkedIn to stay in touch and follow his Tesla news coverage on Torque News.