➤ TSLA 2030 Valuation ➤ Assumptions: ➤ Cars produced 2016 and onwards have FSD capability ➤ Before 2030, Tesla will be producing ~20M vehicles/year ➤ 50% CAGR For Car Production Annually ➤ Value of FSD is $100,000 ➤ Tesla Auto = Total Vehicles Produced x Value Of Autonomy ➤ Value of Tesla Energy = 2030 Auto Revenue x 2.50 Revenue Multiple ➤ $10.29T Market Cap ➤ $10,856.45 Per Share Summary: $10.29T Market Cap is a highly speculative ball park figure and is mainly contingent on Tesla achieving Level 5 Autonomy and massive growth in scaling auto and energy. Tesla's growth targets seem crazy, but they have continuously achieved seemingly crazy growth targets in the past. It could end up being less than $5T, $10T, $15T+ Tesla Products Not Included: Insurance (30-40% Auto Biz), HVAC, DOJO As A Service, VTOL Jet, etc. Link to whiteboard: https://lucid.app/lucidspark/invitations/accept/748e8906-0ce7-440d-8ee7-5be879510752 Link to me telling Elon "I Love You": https://youtu.be/Z-_MnTd9TFc Twitter: https://www.twitter.com/jasonchaaang #Tesla #TSLA #Investing 1,000 free Supercharger miles with the purchase and delivery of a new Tesla car, or earn a $100 award after system activation by purchasing or subscribing to solar panels: http://ts.la/amy30333 (Amy is my moms) Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Jason Chang / @jasonchaaang can not be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author (Jason Chang / @jasonchaaang) is long Tesla (TSLA), Square (SQ), ARKK, BPTRX, and the crypto currencies Bitcoin and Ethereum. Timestamps: 00:00 - Intro 00:12 - Goal: Reverse Engineer 2030 Valuation 00:33 - Disclaimer 00:50 - Step 1 Calculate Total Vehicles Produced In 2030, Gather Assumptions 01:09 - Assumption - Before 2030, Tesla will be producing 20M vehicles/year 01:40 - Assumption - 50% CAGR 02:19 - Assumption - 2016 Cars and onwards have FSD 02:45 - Step 2 - Value of FSD? Assumption - $100K/Per Car 03:24 - Step 3 - What's Value of Tesla Energy? Assumption - Revenue same as auto 05:25 - Assumption - Determine 2030 Auto Revenue 06:15 - If you're skeptical of $1.02T Energy Revenue 07:30 - Assumption - Determine Revenue Multiple 08:30 - Step 4 - Plug In Assumptions For Tesla Auto 10:13 - Step 4 - Plug In Assumptions For Tesla Energy 10:46 - Step 4 - 2030 Tesla Total Valuation 11:24 - Summary 12:03 - Tesla Products Not Included