Tesla's FOUR Secret Weapons
If you haven't followed @WholeMarsBlog on X.com, he's a Tesla enthusiast who posts about Tesla, AI, energy, and autonomous vehicles. Quite often, he will post something that I find interesting enough to write an entire article about. In this case, he posted an image, and I think his reason for doing so is to show in one picture what Tesla is all about. I also think Tesla will generate trillions of dollars from what is shown in this picture too.
Let's take a look at this picture and go over it. When you break down the picture, you can come up with the FOUR secret things about Tesla that will make it $trillions. Here they are:
* The Cybertruck
* The Tesla Semi (four of them)
* A compact car with a single row of seats
* FSD 12 (not beta)
These four things represent the following to me:
* Tesla safety and uniqueness
* Tesla as transport for goods and services
* Tesla affordability for the masses
* Tesla autonomy
Each of these areas differentiates Tesla from the competition.
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Why They Will Generate Trillions
The first is the Cybertruck. Besides being a mobile billboard of advertising for Tesla and being the most unique vehicle ever produced, this truck is going to be INCREDIBLY SAFE. It has a steel exoskeleton that is bulletproof. I am very much looking forward to crash safety testing in this vehicle.
Tesla vehicles are known for their safety and have been given 5 star safety ratings at NHTSA. There is a case of a giant tree falling on a Tesla and the Tesla occupants being unhurt.
There is also a case of a family surviving a fall in a Tesla off a cliff.
This safety and uniqueness about Tesla generates interest from people because Tesla cars are not only cool - they are SAFE.
The second picture is the Tesla Semi. While the Tesla Semi is slow in its ramp to volume production, it represents a shift in the amount of carbon footprint used to transport goods and services. When we get to the point that Tesla is making tens of thousands of Semis a year, and they are being used around the world, this shift in mobility and transport is going to greatly increase Tesla's revenue. It will also be cheaper for companies to use this as has been shown by Frito-Lay.
Next we have a rendering of the Tesla compact car. I don't know if the $25,000 compact car will only have one row of seats, but I believe the sub compact car will - just like an Aptera only has one row of seats. The compact and sub compact car will be affordable to the masses and will sell multi-millions per year. In fact, I see them equaling at least half of Tesla's 20 million per year vehicle state goal by 2030.
Lastly, we have FSD 12, which will be the first FSD version that is based entirely on neural nets. That means all programming logic done by humans with conditions is out, and it's simply as Elon Musk would say - photons in, controls out. When this is released, it's simply a matter of giving Tesla the video training data and simulation data to make the cars much safer than the average human.
One of the reasons I am highly interested in Tesla is the sheer scale of problems they are tackling. To solve all of these is to create a company whose value is unheard of and solves so many problems that humans have today.
In Other Tesla News: Tesla - quietly listing new vehicles for sale on cars.com.
What do you think about these four areas of Tesla - will they make Tesla $trillions?
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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. Image Credit, Whole Mars Catalog, Screenshot