According to Cathie Wood's prediction, Tesla is likely to be a $4 - trillion - dollar company in 2029 - 2030 (assuming a favorable policy environment and perfect execution of all expectations). Therefore, there is a possibility of it increasing by 5 - 6 times compared to its current value. Tesla's valuation comes from the AI segment. After all, Toyota's price - to - sales ratio is 0.6, while Tesla's is 8. If AI progresses smoothly, the car sales data can be negligible. However, if car sales are poor, it will drag down the cash flow and affect the intensity of AI investment. But Tesla has a 4 - year cash runway, so there is no short - term cash - flow crisis.
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