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Tesla's Business Avenues and Competitive Landscape: A Look Ahead
Introduction Tesla, traditionally recognized for its pioneering endeavors in the electric vehicle (EV) sector, has diversified significantly over the years. This essay elucidates the various business avenues Tesla is involved in and identifies its primary competitors within each.
1. Automotive Industry
Car, Trucks, Semi: Tesla's primary business avenue. Competes with traditional giants like Toyota, VW, Stellantis, and GM, who are increasingly focusing on EVs.
2. Powertrain and Auto Components
Powertrain: Competes with BorgWarner, Bosch, and Mitsubishi.
Seats: Tesla’s in-house manufacturing vies against companies like Faurecia, Lear Corp, and Johnson Controls.
3. Service and Used Car Market
Service: Tesla's direct service approach contrasts with the traditional dealer networks.
Used car: Competes in the resale market against Carvana, Auto Trader, and more.
4. Infotainment and On-board Systems
Infotainment/Car OS: Tesla's proprietary system challenges platforms like Apple CarPlay and Android Auto.
FSD Chip: In-house chips compete with giants like Nvidia and Intel.
Dojo Chip: For AI processes, competes against Google TPU and Nvidia GPU.
Autopilot/FSD: In-house solutions rival companies like Waymo, MobilEye, and Cruise.
5. Energy and Infrastructure
Solar Panels and Tiles: Faces competition from Sunrun and traditional roofing businesses.
Energy Storage: Powerwall competes with Panasonic EverVolt, Generac, and LG Energy.
Utility Services: Powerpack and Virtual Power Plant solutions compete against traditional utility companies.
Supercharge Network: Leading in EV charging with only minor competition from Electrify America and Ionity.
6. Mining and Battery Operations
Mining: Tesla's initiatives to secure raw materials may see them rivaling traditional mining companies.
Battery Cells: The heart of EVs. While Tesla has partnerships with some, they compete with Panasonic, LG Chem, and CATL. As well as producing their own Cell dubbed the 4680.
Battery Recycling: Tesla's sustainability endeavors face competition from the likes of Redwood Materials.
7. Advanced Technologies and Innovations
Dojo: A supercomputer designed for training neural networks, rivals include Google ML Services and Intel Aurora's exaFLOP supercomputers.
Vision Tech: Tesla's focus on vision-based technologies challenges the Lidar and HD Maps industry.
Tesla Bot: A recent reveal, this humanoid robot could compete with robotics companies like Boston Dynamics and even Xpeng's robotics endeavors.
Internal Enterprise Software: Tesla's internal software solutions might become alternatives to Salesforce, SAP, and other enterprise systems.
RNA Microfactories: A surprising venture hinting at Tesla's biotech interests.
8. Other Ventures
Robo Taxi: Tesla aims to transform the ride-hailing industry, taking on Uber and Lyft with fully autonomous vehicles.
Semitruck Autonomous: The Tesla Semi would be competing against Starsky Robotics, Plus.Ai, Otto, and Waymo among others.
Part Design: Innovations like the Octovalve have Tesla competing against auto part manufacturers like Bosch, Denso, and Magna.
eVTOLs: Electric Vertical Takeoff and Landing aircrafts. If Tesla ventures here, they'd be against aerospace giants like Airbus and Boeing.
HVAC: Elon Musk has hinted at home HVAC systems, which would put Tesla against companies like Daikin and LG Electronics.
Tesla’s Growth Potential Over the Next 10 Years
Given the vertically integrated approach to industrial manufacturing. Tesla has ventured into or shown interest in building a full stack engineering capability. The company's stock has significant growth potential. Factors include:
Innovation Leadership: Tesla’s continuous drive for innovation gives it an edge in multiple industries.
Brand Loyalty: A strong brand presence ensures a dedicated consumer base.
Diversification: Tesla's multifaceted approach across various industries provides multiple avenues for revenue.
Sustainability Drive: With global emphasis on sustainability, Tesla’s focus on renewable energy and recycling presents growth opportunities.
Global Expansion: With Gigafactories and Terfactories emerging worldwide, Tesla’s global footprint and production capabilities are expanding.
Conclusion
Tesla, from its humble beginnings as an electric car manufacturer, has transformed into a behemoth that spans multiple industries. With the right strategies, partnerships, and continuous innovation, it’s poised for significant growth over the next decade. Investors and enthusiasts alike should keep a keen eye on Tesla’s ventures, as they are not just shaping the future of one industry, but several. They WILL become the largest company on the planet over the rest of the decade, question is:
How much TSLA 0.00%↑ do you own?
How long can you hold onto it?
What are you going to do if you don’t own any?
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