Tesla’s New $10 Billion Opportunity

According to Goldman Sachs (NYSE: GS)…

Tesla’s Full Self-Driving is already worth $1B – $3B in sales.

And it could be $10 billion to $75 billion a year in revenue by 2030.

Goldman Sachs just put out a note called…

“Contextualizing Tesla’s AI and FSD Opportunities.”

In it, they say that while Tesla’s Full Self Driving (FSD) software is still in beta testing, it’s already worth between $1 billion and $3 billion in annual revenue.

But the opportunity is even bigger in the next 7 years.

In their own words:

“We believe that Tesla’s software related revenue could be tens of billions of dollars per year by 2030 (mostly from FSD).”

Adding that…

“These scenarios suggest that in an upside case FSD could account for tens of billions of revenue per year (and more if we consider licensing of Dojo or selling FSD to other OEMs).”

Dojo is Tesla’s own custom supercomputer platform built from the ground up for AI machine learning, as well as video training from all the data of its cars.

Musk’s full self-driving goal is more tangible now that its Dojo computer is in production.

And it could REALLY accelerate the training of Tesla’s FSD…

… as well as the success of his Musk’s new Master Plan for the company.

Yours in Wealth,

Ian Wyatt