ALL SCENARIOS

What if Tesla produced only cars until 2035. How much would they contribute to the stock price?

What is the impact on Tesla stock of only Optimus

Bear case: Optimus and Robotaxi fail, automotive sales stall at 5M units as Chinese EV makers dominate. Price wars compress margins. Tesla becomes a niche premium player.

Elon's 2035 Comp Plan without Robotaxi and Optimus: 20M vehicles, 10M FSD subscribers, 500 GWh Energy. Only the proven business segments.

Elon's 2035 Comp Plan without Optimus: 20M vehicles, 1M robotaxis, 10M FSD subscribers, 500 GWh Energy. Optimus fails to reach mass production.

2x higher than Elon's 2035 Comp Plan: 40M vehicles, 2M robotaxis, 2M Optimus robots, 20M FSD subscribers, 1000 GWh Energy. The ultimate bull case.

Elon Musk's 2035 compensation plan with extremely ambitious goals: $8.5 trillion market cap, 20 million vehicles sold, 1 million robotaxis, 1 million Tesla Bot robots, and 10 million FSD subscribers.

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