Tesla was always closer in vision to an energy company than auto maker.
Wouldn’t surprise me if they leverage the healthy EV competition to growing their battery, supercharger, and energy generation capabilities. With these one day overtaking car sales revenue.
What battery capability? Do they even make the top 10? And superchargers are pretty sweet, but there is no moat at all there, anybody can make a NACS fast charger. EA hasn't done great, but that doesn't mean anything other than EA kinda sucks, there are plenty of manufacturers capable of building reliable DC chargers.
Tesla's Nevada plant makes 37 gWh per year and is currently expanding to 100 gWh per year. 100 gWh would put that at #2 if it was operational today, however the current leaders will also continue to grow rapidly so it's unlikely they'd go above the middle of the top 10 list.
Wouldn’t surprise me if they leverage the healthy EV competition to growing their battery, supercharger, and energy generation capabilities. With these one day overtaking car sales revenue.