Reality Check On Tesla's Non-Auto Businesses

The article analyzes Tesla's non-auto businesses, specifically its robotaxi and humanoid robot ventures. The author questions the optimistic valuation of these businesses and suggests that they are worth significantly less than what Elon Musk and Tesla bulls believe.

• Under optimistic scenarios, the robotaxi business is worth ~$250 billion today.
• This valuation is much lower than what Elon Musk and Tesla bulls expect.

• The humanoid robot venture is still in its early stages.
• Its potential success is uncertain, given the challenges and complexities involved in developing advanced robotics.

The article emphasizes the need for a reality check on the expectations for Tesla's non-auto businesses. It highlights the gap between the hyped valuations and the actual potential of these businesses.

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