Gravity
GROSS outer bound = total revenue $103.6B/yr TTM (auto $72.6B + energy $12.8B + services $15.2B + credits $1.5B + leasing $1.6B). The FSD/robotaxi/energy-DEPENDENT slice specifically is LOW CONFIDENCE: Energy generation & storage ($12.8B/yr TTM) is the one hard, separately-disclosed number; FSD (subscription-only since Feb-2026, $99/mo) and Robotaxi (still ~135 vehicles, a handful of cities) have NO revenue breakout in any source found — their economic gravity today is directional/narrative, not measured. VA-deflation deferred per board policy.
Sourced figures 3
- stockanalysis.com TSLA financials Energy generation & storage revenue $12,799M TTM (~12% of total)
- Wikipedia — Tesla Autopilot FSD: consumer purchase ended Feb-2026, subscription-only at $99/mo; historical take-rate declined 37%(2019)->22%(2020)->12%(2021); no revenue figure disclosed
- Wikipedia — Tesla Robotaxi Robotaxi: ~135 vehicles total as of Dec-2025 (Austin/Dallas/Houston/Miami full commercial + SF Bay safety-driver); 7 more cities planned H1-2026; no revenue disclosed; still far behind Waymo's ride volume
the working
Threads 1
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Tesla.