ARK Sees a $17.5 Trillion Tesla
ARK's new model values Tesla at $4,400 a share in 2031, mostly on robotaxis, then has SpaceX supplying most revenue in a merger it expects.
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At a glance
Electric vehicle and energy company developing AI for driving and robotics. This topic includes Tesla AI and Optimus within the broader Tesla business.
- Focus
- Electric vehicles; AI; robotics
- Reference
- Tesla
Reviewed 19 October 2026. Dates retain the precision of the source; retrospective disclosures are identified in the event. Group sales are not autonomy or software ARR. Driver-assistance releases and autonomous commercial service are distinct milestones.
Company milestones
Revenue, funding, product launches and major company events, newest first. Expand the earlier milestones for more history.
Annual revenue moves from $97.69B to $94.83B
The 2025 annual report records a 3% decline from 2024, following $96.77B in 2023. These are group annual sales, not software ARR.
Source: Tesla / SECStarts the Austin Robotaxi service
Tesla’s quarterly update confirms an initial service with a safety rider. This launch is distinct from the earlier Cybercab concept unveiling.
Source: Tesla
Show earlier milestonesHide earlier milestones2024–2003 · 6 milestones
Earlier revenue, financing and company milestones.
Unveils Cybercab and Robovan concepts
The We, Robot event presents Tesla’s planned autonomous-transport vehicles. An unveiling does not establish commercial availability or regulatory approval.
Source: AxiosBegins a limited FSD beta rollout
Tesla distributes its driver-assistance beta to selected owners. The software requires human supervision and is not proof of autonomous operation.
Source: AxiosIntroduces Autopilot software
The driver-assistance update adds lane-changing and related features; drivers must remain attentive and responsible.
Source: APBegins Model S customer deliveries
Tesla’s second-quarter shareholder letter confirms the first deliveries at its Fremont factory, marking the transition to a higher-volume sedan.
Source: Tesla / SECGoes public on Nasdaq
Tesla’s investor FAQ dates its IPO to June 29, preceding its expansion into Model S and later autonomy products.
Source: TeslaTesla is established
The annual report dates incorporation to 2003, before the Roadster, mass-market vehicles, energy products and AI-focused programs.
Source: Tesla / SEC
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