EV + energy-storage + robotics/autonomy + the in-house AI inference silicon (AI5/AI6) — an AI-applied-to-physical-world conglomerate
AI exposure 8% — derived from reported segment revenue, not asserted.
AI Platforms → Consumer AI & Device Platforms · figures rebased to Q2 2026, reported 2026-07-22
Vehicles (EVs) — incl. FSD/autonomy + Robotaxi leads 2 businesses in this sub-tier that together are 83% of revenue, so Consumer AI & Device Platforms is effectively the whole company rather than one leg of it. The rest is tagged separately: Renewable Energy at 13%; Robotics & Autonomous Systems at 3%.
Also tagged: emerging in Energy Supply & Critical Minerals → Renewable Energy; emerging in Frontier & Emerging Bets → Robotics & Autonomous Systems.
Tesla (FY2025 $94.8B) — EVs, energy storage and in-house autonomy silicon. Automotive ~73% ($69.5B — vehicles including FSD and Robotaxi = primary B6 Consumer AI & Device Platforms, with the Optimus robotics and in-house AI inference silicon programme tagged B7) + Energy Generation & Storage ~13% ($12.8B — Megapack, Powerwall and the Autobidder VPP = B4 Renewable Energy) + Services & Other ~13% ($12.5B — Supercharging, service, used vehicles and parts). Primary B6 Consumer AI & Device Platforms; tagged B7 Robotics & Autonomous Systems and B4 Renewable Energy. NOTE: Tesla applies AI to its own…
Moat. EV manufacturing scale, brand, the Supercharger network, and the FSD fleet-data advantage off a 7M+ vehicle base with ~1.28M paid FSD customers — plus the Optimus option. Dojo is no longer part of the story: Tesla disbanded the Dojo team in August 2025 and consolidated on in-house AI5/AI6 inference silicon, with AI6 contracted to Samsung.
Bottleneck / pricing power. Pricing power is thin and thinning: Q2 2026 GAAP gross margin 16.8% and a 1.4% operating margin, with regulatory credits — formerly a ~$2.76B/yr near-pure-profit stream — down 67% to $146M. Energy is following the same path: 13.5 GWh deployed (+40% YoY) produced only +13% revenue, roughly 20% ASP compression. What pricing power exists sits in FSD software, on a small revenue base.
Role in the AI stack. The physical-AI layer (autonomy + robotics + energy + EV).
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