TSLA TSLA
Depreciation Integrity 90
Capex-vs-Demand Gap 75
Insider-Selling Intensity 64
Financing Opacity / Circular Leverage 75
Energy & Diminishing Returns 50
Organic End-User Demand 64
Convergence: Moderate
Tesla is nominally a car company trading as a physical-AI platform. The core question: how much of the ~$1.5T market cap is EV fundamentals vs Robotaxi / Optimus / FSD optionality? The answer — almost none of it is funda…
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Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

Total Musk-entity related-party revenue FY20$430Verified sheet
2026 continuation:$269MVerified sheet
Elon Musk~13%Verified sheet
Vaibhav Taneja0001771340Verified sheet

Layoff Signals

DateHeadcountAI ClaimSummary
2024-0414,000 (10%)No AI claim>10% of global staff (~14,000); Musk cited role duplication from rapid growth, not AI. Smaller 2025 reductions followed (Optimus/Dojo).