Tesla

Electric cars, batteries, solar and self-driving software.

Public · NASDAQ:TSLA

Sector: Automotive
Based in: Austin, United States
Founded: 2003
Invested: 2016
Formerly: Tesla Motors

Tesla designs and builds electric vehicles, including the Model 3, Model Y, Model S, Model X and Cybertruck. It also runs one of the largest fast-charging networks in the world, the Supercharger network.

Beyond cars, Tesla makes lithium-ion battery storage for homes (Powerwall) and utilities (Megapack), sells solar products, and develops its own AI for Full Self-Driving, its robotaxi service and the Optimus humanoid robot.

Tesla was founded in 2003 as Tesla Motors. Elon Musk led its early funding rounds and became CEO in 2008. The company listed on the Nasdaq in 2010, dropped "Motors" from its name in 2017 and moved its headquarters from California to Austin, Texas, in 2021.

As of 29 Sep 2026

Why I own it

I think Tesla will be the defining company of the 21st century. It started with electric cars, but it's really an AI and robotics company: self-driving software trained on data from millions of cars, Optimus humanoid robots, and batteries for the grid.

Autonomy and robotics will define this century, and Tesla has the manufacturing scale, the data and the AI talent to lead both. It was my first share purchase, and I expect to hold it for decades.

Then · 2016

Since I invested

Held for: about 10 years
Status: Active
Share price, past year: -14%
In the notebook: 2 notes

Thesis check since 29 Sep 2026

4 developments support it, 0 challenge it

Checked against the thesis by Jev, an AI model. Can be wrong.

Visit tesla.com

What I've written about it

Tesla's Inflection Point: The Full List of What's Happening Right Now7 Oct 2026

My predictions

All predictions

From the notebook

All notes

People3 Oct 2026
Cloudflare's long-serving CFO takes an outside board seat at Crusoe
Thomas Seifert, Cloudflare's chief financial officer since 2017, joined the board of AI data centre company Crusoe on 17 September, alongside Tesla and Redwood Materials founder JB Straubel. Seifert keeps his day job running Cloudflare's finances, but the move puts him on the board of a firm building the physical AI infrastructure that companies like Cloudflare increasingly rent and compete with.
Cloudflare Tesla
Since this note:Cloudflare −2.1%Tesla +1.2%(S&P 500 +0.6%)
By the numbers30 Sept 2026
11 of 28 public holdings sit over 20pc below their highs
11 of the 28 public names in the portfolio list are more than 20% below their 52-week high, including Broadcom, down 26%, and Tesla, down 28%. That's over a third of the public book still deep in drawdown, even as the equal-weight basket of holdings is up 66.8% over the past year. Big aggregate gains can sit on top of plenty of individual pain.
Broadcom Tesla
Since this note:Broadcom +1.4%Tesla +6.3%(S&P 500 +1.2%)