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Tesla BusinessCompetition
Projected 2025 Market Cap
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AutoCar, Trucks, SemiToyota, VW Group, Stellantis, Ford, GM etc>$500B
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PowertrainBorgWarner, Bosch, Mitsubishi
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SeatsFaurecia, Lear Corp, Johnson Controls
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ServiceDealer Networks
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Used carCarvana, Auto Trader, Dealer Network
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Hardware + SoftwareInfotainment / Car OSApple Carplay, Android Auto>$250B
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Tesla App Store Apple App Store, Google Play
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FSD ChipNvidia, Intel>$1T
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Dojo ChipGoogle TPU, Nvidia GPU
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Dojo SuperComputer ClusterGoogle ML Services, Nvidia T100 Cluster
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Autopilot / FSDWaymo, MobilEye, Cruise
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Vision AILidar, HD Maps
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InsuranceGeico, Progressive, >$500B
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Robo Taxi Uber, Lyft>$2T
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Semitruck autonomousStarsky Robotic, Plus.Ai, Otto, Waymo
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Internal Enterprise SoftwareSalesforce, SAP
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Tesla BotBoston Dynamics, Xpeng>$250B
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EnergySupercharger NetworkElectrify America, Ionity, Gas Stations>$500B
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Solar Panels and TilesSunrun, Roofing, Shingles etc
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PowerwallPanasonic EverVolt, Generac, LG Energy
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Utility Services (Megapack, Grid, Virtual Power Plant)
Utility companies
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AutobidderUtility companies
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BatteryMiningMining Companies>$500B
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Battery cellsPanasonic, LG Chem, CATL
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Battery RecyclingRedwood Materials
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EngineeringGiga / Terafactories
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Part design (eg Octovalve, heat pump)Bosch, Denso, Magna, Continental etc
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Materials (new alloys)
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Tesla Glass
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Automation / Robotics (Grohmann)Automation companies
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HVAC (early)
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Leaf blower (early)
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OtherRNA microfactories
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eVTOLsAirbus, Boeing
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HVACDaikin, Ingersoll Rand, LG Electronics
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Owner - @vm_one1. Top Contributer @remouherek, @nitzao
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Approx $5.25T
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