Thinking about product category sales is the wrong way to do it, because Tesla is trying to restructure existing product categories. Not car purchasing, but mob

Thinking about product category sales is the wrong way to do it, because Tesla is trying to restructure existing product categories. Not car purchasing, but mobility services. Not solar panels but sustainable electricity generation and storage. U.S. residential electricity use is 1.4 trillion kilowatt hours (kWh) per year. [1] At $0.10 each that $140 billion dollars. Americans travelled about 3 trillion car miles in cars per year. [2] At $0.50 per mile (what the IRS lets you claim for mobility) that's $1.5 trillion dollars. That's just the U.S. These markets are enormous. There are all kinds of ways for them to carve out $7 billion a year in net income to justify their market cap. [1] https://www.eia.gov/tools/faqs/faq.php?id=96&t=3 https://www.eia.gov/tools/faqs/faq.php?id=96&t=3 [2] https://www.advisorperspectives.com/dshort/updates/2017/03/17/vehicle-miles-traveled-another-look-at-our-evolving-behavior https://www.advisorperspectives.com/dshort/updates/2017/03/1...