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They also think robotaxi will make Tesla a 7T company [0]. For reference, our US annual budget is 6T. [0] https://www.ark-invest.com/articles/valuation-models/

• zamadatix 2y ago
  For more apples to AAPLs reference that's almost exactly 200% the value of the highest valued company in the world (Apple) at the time of this comment, with Tesla currently standing at ~20% of the same. Yearly budget vs value is just awkward to compare even though both are measured in dollars.
• mgh2 2y ago
  Related: https://news.ycombinator.com/item?id=40875801 https://news.ycombinator.com/item?id=40875801 The calculations or Tesla to be 25T company or 1/4 of the current global market (100T) is too rosy, even considering a projection of 16% capture of 150T by 2035 [1] https://www.statista.com/statistics/268750/global-gross-domestic-product-gdp/#:~:text=The%20statistic%20shows%20global%20gross,trillion%20lower%20than%20in%202019 https://www.statista.com/statistics/268750/global-gross-dome.... *i.e. if we don't consider the bitcoin holdings hack