> could you explain why they are not mentionning them almost at all in regulatory fillings ?
I don't understand the legalities around regulatory filings, or why a company would be required to file details about their future plans and goals. If they're planning to make a ton of money from some future product, what regulatory filings are they required to make about that?
In the last two investor calls Elon has said repeatedly he expects Optimus and self-driving to value tesla at well over $5B.
Again, I'm not saying for one second I think it will come true, just that Elon is being extremely clear that is the plan. I firmly believe it will either come true or Tesla will fail.
> I don't understand the legalities around regulatory filings, or why a company would be required to file details about their future plans and goals.
Seriously ? Tesla is a publicly traded company. It's mandatory to disclose all the financials, what business it's in etc, to give investors an accurate view of what future revenues and profits could be.
And Tesla is doing that - and in those papers they are pretty much saying, we are 100% a car making company.
Here you have the latest Annual Report and proxy statements:
Is Apple filing details about Vision Pro version 4, or the VR display built into the heads up display of every car?
Of course not.
Apple are clearly planning many, many years of product strategy including things that may or may not come true and that may or may not make billions of dollars. Some companies play their cards close to their chest and keep everything a secret from everyone (Apple) and some don't (Tesla).
Neither strategy requires them to file with the government about their future plans.
> in those papers they are pretty much saying, we are 100% a car making company.
Yeah, right now that is what they're making money from, and that is what they are filing. In the future they plan to make gobs more money from other things which they are currently working towards. How much money and effort do you think Apple are currently putting into products that could generate as much profit as the iPhone? Are they filing about those?
Well, there's a third option: Optimus joins self driving to be the stock pump du jour, but Tesla attempts to methodically builds its core businesses, EVs and energy storage, to grow into its current valuation.
Just like you, I'm not saying this will happen. But I do think it most closely matches the Tesla playbook of the previous decade.
I don't understand the legalities around regulatory filings, or why a company would be required to file details about their future plans and goals. If they're planning to make a ton of money from some future product, what regulatory filings are they required to make about that?
In the last two investor calls Elon has said repeatedly he expects Optimus and self-driving to value tesla at well over $5B.
Again, I'm not saying for one second I think it will come true, just that Elon is being extremely clear that is the plan. I firmly believe it will either come true or Tesla will fail.