Executive Summary
Tesla is executing the most aggressive manufacturing pivot in automotive history, transitioning from a car company to a robotics infrastructure platform. The company announced $20+ billion in annual CapEx starting 2026—more than double historical levels—to fund six new factories including Optimus production, AI chip fabrication, and autonomous vehicle manufacturing. This represents a fundamental business model shift from selling vehicles to providing transportation-as-a-service through robotaxis...
Key Investment Opportunity
Robotics Infrastructure Transformation
Tesla's pivot from automotive to robotics infrastructure creates a new addressable market with higher utilization rates and recurring revenue streams through autonomous vehicle fleets and humanoid robot deployment.
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