1. Car company (x)
  2. energy company ..
  3. robo taxis (by 2019) 
  4. robots
  5. manufacturing company

Less than 10% of Tesla's value is in its existing car and battery business. The company's car business is being left behind by the competition. Tesla's revenue hasn't grown in three years, losing market share and not producing new models. Chinese companies are far ahead in battery technology.

Rest is hype.

ps. Google, Amazon Robotics, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in robotics research.