JPMorgan analyst Rajat Gupta projects Tesla's robotaxi revenue to reach about $320 billion by 2035, with nearly all earnings coming from Tesla-owned vehicles rather than individual owners. This shifts the narrative from a shared ride network where owners earn passive income to a capital-intensive business model controlled by Tesla. The success depends on scaling Cybercab production, reducing costs, and regulatory approvals. Tesla's recent financials show heavy investment and margin pressure, reflecting this transition. Investors should view the robotaxi revenue as a long-term scenario with near-term challenges in profitability and cash flow.
Tesla announced it will reveal the long-delayed second generation Roadster on October 1. The new model, originally announced in 2017, has undergone a complete redesign and may include optional cold gas thrusters developed by SpaceX, allowing some for...
Elon Musk declared that the sun, as a massive free fusion reactor, will eventually provide 100% of humanity's energy, dismissing terrestrial fusion reactors as inefficient. Tesla's energy segment shows strong growth with rising revenue and storage de...
Investors are rotating capital into frontier tech stocks such as SpaceX, Anthropic, and OpenAI, anticipating their upcoming IPOs and signaling a shift from legacy tech giants. The FAB 10 and MANGOS baskets highlight this trend, with SpaceX's $75 bill...
Tesla's operating margins fell sharply to 1.4% and free cash flow turned negative in Q2 2026 due to heavy investments in new technologies like Robotaxi, Optimus, and Full Self-Driving (FSD). Despite these near-term financial pressures, analysts see s...
Elon Musk's Boring Company secured $3 billion in funding at a $23 billion valuation, led by investors from the UAE where it plans to build over 150 kilometers of tunnels, including the Dubai Loop. The company currently operates one public tunnel in L...
