Tesla will be the biggest company of its generation over the next 15 years. When people think of Tesla, many think of a new electric-car maker. But Tesla is really a group of startups growing up together at once — CEO Elon Musk has stressed this many times. Beyond making electric cars, Tesla is a hardware and software company, and an AI company too (Neuralink).
Tesla also makes batteries and chips, sells insurance, and will run robotaxis in the future. Its great strength is that in every one of these fields it is at least 3–5 years ahead of every other company in the world. That is why Tesla will become the biggest company of its generation over the next 15 years.
Khanh has followed this company for more than 10 years. That is why Tesla makes up more than 35% of Khanh’s portfolio.
Tesla’s direction sums up in one line from Elon Musk: “We build the machine that builds the machine.”
— Khanh Ngo
