[house9-2]

Tesla is making big investments in building factories, both for cars and batteries. Those numbers should increase significantly over next 5 years.

They have more vertical integration, less reliance on suppliers.

They own their 'dealership', charging network and are also getting into auto insurance.

Also, residential solar and energy storage. Oh yeah and they are getting into mining as well to ensure they can keep up the battery production.

How many of those 92 million cars are EV? Tesla isn't really in competition with ICE car production - the next ten years is all about EV production and legacy car makers are off the back.