Adam Jonas, Peter Rawlinson.
“The addressable markets within Tesla’s ecosystem could potentially include a $10 trillion light vehicle mobility market, a $1 trillion logistics market, a $2 to $3 trillion energy market and a potential multi-trillion market captured in the 600 billion hours of consumer time spent in cars in the form of content delivery and data monetization.”
Morgan Stanley analyst Adam Jonas suggests that Tesla’s potential (speak market value) is much more than that of a car manufacturer. He advises to consider the company as a future transportation and infrastructure market player.
marketwatch.com
“The addressable markets within Tesla’s ecosystem could potentially include a $10 trillion light vehicle mobility market, a $1 trillion logistics market, a $2 to $3 trillion energy market and a potential multi-trillion market captured in the 600 billion hours of consumer time spent in cars in the form of content delivery and data monetization.”
Lucid Motors CTO Peter Rawlinson appreciates the achievements of his Silicon Valley neighbour and former employer in terms of fast-charging systems. He himself was chief engineer of the Tesla Model S before leaving the company 5 years ago.
fool.com
“Tesla took a leading role, it was the vanguard really, in creating a fast-charging network, and is to be applauded for that.”
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