The bigger picture

(~3 minute read)

To really grok the big picture, the first thing you have to do is understand that Tesla is NOT just a car company. Sure, they make cars. But it is not a car company like Apple is not just a cell phone company.

To really understand Tesla, you have to instead think about the company as at least 10 different fast growing startups. Scaling like crazy. At the same time.

Let me paint the picture, and then break it down why it matters as a long term investor in Tesla for over 10 years now with almost $1 million in unrealized gains. 

If I squint a bit and look into the not-too-distant future, I can see a viable path where:

• I drive home in a Tesla car (a multi billion dollar industry)

• my house is powered by a Tesla solar roof during the day and a Tesla Powerwall at night (another multi billion dollar industry)

• when I don't need the Powerwall during the day, in the background, it will automatically sell excess electricity back to the grid and make money for me in the process (another multi billion dollar industry)

By the way, in this near future, my car actually drove me home autonomously [FSD] (another multi billion dollar industry), and the car insurance is through Tesla too (another multi billion dollar industry).

And even though it doesn't seem to make sense on the surface, the heating and cooling systems in my house are made by Tesla as well (another multi billion dollar industry).

To top it off, packages I order online to be delivered to my house were transported on a Tesla semi truck (another multi billion dollar industry).

This is the vision for Tesla.

And note I haven't even touched on:

• commercial side of power generation (MegaPacks) (another multi billion dollar industry)

• Robotaxi product (think Uber, without the driver) (another multi billion dollar industry)

• humanoid bot (another multi billion dollar industry)

But as is, you can start to see multiple billion (or trillion) dollar ideas that Tesla is working on - from cars, to energy generation, to energy storage, to insurance, and more.

As Tesla achieves more and more of this vision, the company will be worth more. Significantly more. (and by the way, Tesla cars are already one of the best selling products around the world) 

For me and my family, this is a million dollar high conviction investment. And if right, we get to retire early! So it's an investment that we continuously re-evaluate.

As of the time of this posting (February 24, 2023), the big picture of Tesla is clear to see.

Next up:

Having a vision is great. But how do we know Tesla is actually making it a reality?