The Tesla Revolution Explained in ONE Image (Patreon)

A superb image to explain why I am so obsessed with Tesla and bear in mind. It still requires execution, but this is again beyond any exponentiality I've ever seen in 35 years of doing this.

The Game of Simplified Multiples & Exponentiality

The image compares Tesla products’ after-tax profit over five years, adjusted for battery content, to a Tesla car (Auto, $4,070 profit, 1x):

• Semi: $33,000 profit/truck, but 0.7x Autos due to higher battery use.

• Auto + FSD: $8,525 with $99/month FSD, 2.1x Autos.

• Energy (Megapacks): $10,262 for 0.02 Megapacks, 2.5x Autos.

• Cybercab: $245,000 for two Cybercabs, 60x Autos, due to ride-hailing revenue.

• Optimus: $3.6 million for 33 bots, 900x Autos, from high-value tasks.

Why Cybercab’s 60x Profit Could Skyrocket Tesla’s Stock

A 60x profit jump from Cybercabs could make Tesla’s stock soar because:

• Huge Earnings Growth: Replacing car sales (1x) with Cybercabs (60x) could boost profits massively (e.g., $245B vs. $4B for 1M units).

• Recurring Revenue: Ride-hailing creates steady, high-margin income, valued like tech stocks.

• As we discussed on Cyberbulls last Thursday,,, Tesla no longer need to sell cars, they can just build them and stick them in their own Fleet!

• Market Disruption: Capturing part of the $1T transport market would drive hype.

• Scalability: Autonomous fleets scale with low costs, fueling profit growth.

BUT WAIT _ THIS IS THE ULTIMATE KICKER

Optimus (900x) could be even bigger, making Tesla a robotics leader if successful. Elon himself said "Tesla will be number one in humanoid robots in the next nine players will be Chinese"