“Tesla $TSLA Business Scalability How far do you think? I’m curious about what you think.”

Tesla’s market cap, which I was thinking of up until early this year, is around $10T, and I thought Tesla would be the first company in the world to achieve this cap. The latter has not changed its mind.

However, the former’s thinking has changed through recent Elon Musk remarks and Tesla’s technological advances.

I’m not trying to ask you a market cap expectation here, I’m not trying to talk about that either. Of course, I’m not even in the dark. It’s how you have the scalability to take your business and how you look at it and invest in it.

This is extremely personal to me, but for those who take a major from my college years to my Ph.D., they are very puzzled. There is nothing more to say about your career.

I majored in environmental science (non-engineering, but science, atmosphere). And my master’s degree is indoor atmospheric environment in the Department of Environmental Engineering.

The master’s advisor was a doctor who acquired two doctor’s and engineering doctor’s degrees in the United States and Japan, and is now retired at the retirement age, but he belongs to the basic medicine department of the medical school. He studied environmental health (indoor risk field), which is well known for industrial medicine/special occupational medicine, so he belonged to three departments: medicine, environmental engineering, and health.

As a specialist in responding to climate change, he did research/major in the field of material chemistry/chemical engineering under the name of environmental engineering. So, if you look at my doctoral dissertation and my international journals, you naturally recognize me as a graduate of chemical engineering or material chemistry.

My career is a professional soldier, and I have worked for a government researcher for a while, and I have been in the financial sector until now.

As for my major, I changed to engineering because I wanted to solve environmental problems in my major in understanding environmental problems, and I wanted to participate in the development of fundamental materials necessary for the processing process, so I switched to the field of material chemistry and chemical engineering called nanomaterial synthesis and development once again. Each field was different and difficult, but it was possible because it was not something I didn’t know at all.

In terms of experience, I was an artillery officer. As an artillery officer, two important things related to tactical mission are fire artillery operation, one of which is technical firing command and the other is tactical firing command.

For this, many fields must be operated in an integrated manner, and geoscientific knowledge is very important to fly shells.

It is necessary to calculate the type or amount of gunpowder that needs to be fired, because the shell can fly several kilometers short or hundreds of kilometers long, taking into account the air density, temperature, humidity, and wind direction, which are resistance factors.

After completing his career as a professional soldier and obtaining a doctorate, he/she comes to the financial sector and analyzes the patents and technical BM analysis of start-ups/small and medium-sized companies, and the characteristics and yield of the production process to refer to risks in the loan and investment finance department.

As a result, I am mainly in charge of industries in the field I majored in, so I am not unfamiliar with the work itself even though I am in the financial sector.

Of course, basic financial statement analysis, various start-up/small and medium-sized business support laws, and certification systems were difficult because they had to study additionally, but they were not at a level where they had difficulty in their main job.

At this point, what I want to say is, “If you go on the path you aim for, you will see the knowledge you have acquired in the process and the opportunities you get to see, and you can expand or convert.”

Tesla now focuses on the popularization of electric vehicles (de facto replacement of internal combustion vehicles), the simultaneous transition to sustainable energy (which also effectively replaces most of the fossil fuels, including megapacks/superchargers), FSD subscription/robotaxi services, other forms of AWS services through efficient use of AI computing power, and humanoid Optimus.

In addition, small but fruitful services such as complex cultural spaces (restaurants) that will create added value in the insurance business and future superchargers and create a different kind of culture from current gas stations will be added.

Along with news reports that Tesla has begun to buy only battery raw materials from LG and others this year, domestic battery manufacturers have also mentioned that Tesla will make some business changes to reduce the burden of increasing finished battery factories and increase the number of raw material production plants.

Perhaps Tesla will mass-produce 4680 batteries, and as they increase their production capacity in large quantities, their know-how, such as production technology, will be accumulated and developed to another level.

Artificial intelligence technology will also develop exponentially over time, and it will certainly have a singularity in the not-too-distant future.

A few years ago, it stated that its most threatening competitor in the highly regarded Zoviewicz, a Tesla in the sky, is now but potentially Tesla.

When asked about the aviation sector by an investor, Elon Musk once said, “Battery is a problem. There is also a part where he briefly mentioned that it is possible if problems such as battery density are solved.”

Legacy OEM automakers have been investing heavily in urban aircraft for a few years now. In Korea, we recognize that there is a huge market here, and if the development of the aircraft and mass production are resolved, autonomous driving is an easier part than land, so we are heading this way. Hyundai Motor Group has also established a local subsidiary in the United States, hired a former NASA executive, positioning him as the CEO and leading the business.

Once again, Tesla began to make a full-fledged reference to mass production of its own batteries and to purchase raw materials for the batteries this year. This will put pressure on battery manufacturers both in terms of supply price and technology in the near future, indicating that they will have unique battery technology. In other words, the possibility of mass distribution of low-cost, high-density, high-performance batteries is high.

When Tesla gets to over 50% of the starting point of robo-taxi and battery production and electric vehicle distribution,