$Tesla Motors(TSLA)$ The long-term debate around Tesla isn't really about where margins sit right now. It's about where they could eventually go.
Tesla's current gross margin is around 16.8%, but the bull case hinges on autonomy, software revenue, and manufacturing scale reshaping the business model over time.
If Tesla manages to turn vehicles into an AI and SaaS platform, the margin profile could look completely different from what we see today.
A 70%+ gross margin scenario sounds extreme, but that's exactly why the market is paying attention.
The real question is whether Tesla is becoming something more than a car company.
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