Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
$179.60
▼ -1.3% today
Company details
Market cap
$1.5T
P/E ratio
~360×
Div yield
0%
Revenue
$95B
Auto rev. growth
-10%
Energy rev. growth
+27%
FSD subscribers
~1.3M
Profit margin
~7%
In plain English
Tesla makes electric cars and the batteries that store clean energy — but the market increasingly prices it as an AI and robotics company. It designs its own self-driving chips (built by TSMC and Samsung), trains FSD and its Optimus humanoid robot on huge Nvidia GPU clusters, and is run by Elon Musk, whose ~14% stake and proposed $1T pay package give him outsized control.
In simple terms
What Tesla really sells
Tesla makes electric cars and the batteries that store clean energy — but the market increasingly prices it as an AI and robotics company. It designs its own self-driving chips (built by TSMC and Samsung), trains FSD and its Optimus humanoid robot on huge Nvidia GPU clusters, and is run by Elon Musk, whose ~14% stake and proposed $1T pay package give him outsized control.
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