①As Tesla's business scope expands beyond automobiles and energy to encompass artificial intelligence and robotics, some investors hold extremely high expectations for the company; ②More aggressive Tesla investors believe that Tesla's market value could reach $100 trillion; ③Although this figure may seem almost outrageous, Tesla CEO Elon Musk believes it is not entirely impossible to achieve.
Cailian Press, February 9 (edited by Bian Chun) As Tesla's business scope expands beyond automobiles and energy to encompass artificial intelligence and robotics, many investors hold extremely high expectations for the company.
More aggressive Tesla investors believe that Tesla's market value could reach $100 trillion. Although this figure may seem almost outrageous, Tesla CEO Elon Musk believes it is not entirely impossible to achieve.
What does $100 trillion actually mean? The combined market value of the world’s top ten most valuable companies — NVIDIA, Apple, Alphabet (Google’s parent company), Microsoft, Amazon, Taiwan Semiconductor, Meta, Saudi Aramco, Broadcom, and Tesla — currently stands at approximately $26 trillion.
Cathie Wood, head of ARK Invest and a staunch supporter of Elon Musk, recently stated in a public dialogue that considering Tesla's long-term ambitions across multiple industries, the automaker has the potential to achieve a market value of $100 trillion.
She pointed out that to succeed in the AI field, proprietary data is essential, and Musk possesses various types of proprietary data, such as Tesla’s road scenario data, which other companies lack. Additionally, the integration of Tesla’s various technologies makes the automaker the most likely to be the first to reach a market value of $100 trillion.
In response to a post on X about this conversation, Musk commented, “It’s not impossible.”
Moreover, regarding a netizen’s observation that Tesla’s current market value is $1.5 trillion and achieving a $100 trillion target would require its market value to increase 65-fold, Musk emphasized that this goal is no longer just about selling electric vehicles. He also aims to deploy autonomous taxis on the roads, utilize humanoid robots in factories, and expand energy storage and manufacturing operations.
In response, Musk commented on X: “Clearly, achieving such a result would require an immense amount of effort and considerable luck! I’m just saying it’s not entirely impossible.”
Musk mentioned late last year that his companies seemed to be moving towards integration. Recent developments have confirmed this trend: Tesla disclosed its investment in xAI, and SpaceX announced the acquisition of xAI. This marks a further consolidation of Musk’s vast business empire.
Tesla is no longer just an automobile manufacturer. With the launch of its autonomous taxi (Robotaxi), the ongoing advancement of the Optimus humanoid robot project, and its strategic positioning in artificial intelligence, the company demonstrates strong potential for sustained accelerated growth and increasing market capitalization.
Dan Ives, an analyst at the renowned U.S. investment bank Wedbush, predicted at the end of last year that 2026 would be a breakout year for Tesla and Elon Musk as the chapters of autonomous driving and robotics businesses unfold.
ARK Investment Management, led by Cathie Wood, estimates that the robot taxi market alone could reach a scale of 10 trillion U.S. dollars by 2030.
Meanwhile, Morgan Stanley and Citigroup estimate that humanoid robots will create a market valued between 5 trillion and 7 trillion U.S. dollars. Elon Musk previously stated that Tesla plans to produce 100,000 Optimus robots per month within five years, potentially generating 30 billion U.S. dollars in annual revenue.