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The Next 12 Phases of Tesla Demand
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The Next 12 Phases of Tesla Demand

How many newbies will want and will be able to afford a Tesla (or two)? Part 2 🤖🧡

In case you missed Part 1:

The Next 12 Phases of Tesla Demand

·
October 16, 2023
The Next 12 Phases of Tesla Demand

Listen now (31 secs) | Do you want to know what year I think Tesla will have ~20M annual product demand (meaning the desire is strong enough and funds are secured for purchase)? My answer is in this episode. Tesla is a technology company that makes student robots of autonomy. Right now, the most popular is of the motor vehicle variety. In many different ways, technology will help Tesla through 2030, past 2032, after 2036, 2038, and beyond. Social media platforms help Tesla too. Content creators on all of the different platforms help educate any of the masses of people that are finally ready to listen. The technology in the vehicles Tesla makes is tremendous!

Part 2

Now where were we? We were about to weigh the Tesla Community. For most of this, I only used stats from YouTube. I know it doesn't paint the whole picture. I used a statistic from X about Tesla as well. I modified it to remain conservative. First, I gathered an initial list of twenty-one content creators. I include myself, the first and the worst on the list; again, we'll do this in order to use some of the lower numbers and retain our conservativism. Isn't it better to be safe than sorry? I don't know, but that is what we are doing for this study. Then I chose the next seven members, including the Tesla YouTube channel, which offered a more bullish estimation. Let's use both averages to calculate Tesla's potential product demand. The Tesla Community has power. As seen below, I believe that content creators within the Tesla Community are a branch of Tesla’s future growth:

Tesla puts on events. The electric vehicle community puts on their own events. And the Tesla Community puts on events as well. If you'd like, here's a link to a recent YouTube video by Tesla Joy. It features an in person gathering of owners around the new Tesla Semi Truck:

Why wouldn't we feature the Tesla Semi?!

We're talking about all Tesla products here (the other products that Tesla sells like shirts and beer, I have categorized as “marketing with benefits”) — present and future! We are also talking about potential global demand. Demand gaps equal opportunity. Influencer effect factors in. But I'm shortchanging a lot of that to have a safe estimate.

We are reserving production as the first priority in Tesla automotive market share.

  • Production - 🥇

As of now, technology is the second priority.

  • Technology - 🥈

Technology includes the Tesla Community (aka “education”), and the technology in Tesla products.

These two priorities will probably switch positions one day.

Can we begin Phase 1 yet?

Phase 1:

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