Tesla

EoT Sustainability Wave

Tesla Case Study (June 2016 – October 2016)

Cyclefund Analysis of Tesla Electrification of Things (EoT) Sustainability Wave

Primary Essay

September 2016 public essay discussing the application of Cyclefund Strategic Investment, Innovation, Evolution Frameworks to AI-Assisted Smartcar, Smart Grid, and Smart Home Phases of the Emerging Electrification of Things (EoT) Era entitled, “Telsa is Not Just a Smartcar Company: It's a Global Energy Company"

Mark Cummings PhD

Chief Investment Strategist

Cyclefund Oakdale, California

Strategic Innovation & Evolution Frameworks

Cyclefund Strategic Innovation & Evolution Framework for the AI-Assisted Smartcar Suite Phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Innovation & Evolution Framework for Tesla by Image for the AI-Assisted Smartcar Suite Phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Innovation & Evolution Framework for the AI-Assisted Smart Grid Suite Phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Innovation & Evolution Framework for Tesla by Image for the AI-Assisted Smart Grid Phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Innovation & Evolution Framework for the AI-Assisted Smart Home Phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Innovation & Evolution Framework for Tesla by Image for the AI-Assisted Smart Home Phase of the Electrification of Things (EoT) Era.

Strategic Investment Frameworks

Cyclefund Extended Cloud Strategic Investment Framework for the AI-Assisted Smartcar, Smart Grid, and Smart Home phases of the Electrification of Things (EoT) Era.

Cyclefund Cyclefund Extended Cloud Framework for Tesla by Image for the for the AI-Assisted Smartcar, Smart Grid, and Smart Home phases of the Electrification of Things (EoT) Era.

Strategic Value Chain Frameworks

Cyclefund Strategic Value Chain for Tesla Devices by Logo and Image for the for the AI-Assisted Smartcar, Smart Grid, and Smart Home phases of the Electrification of Things (EoT) Era.

Cyclefund Strategic Value Chain for Tesla Services by Logo and Image for the for the AI-Assisted Smartcar, Smart Grid, and Smart Home phases of the Electrification of Things (EoT) Era.

Strategic Positioning Frameworks

Cyclefund Strategic Positioning & Innovation Framework for the AI-Assisted Smartcar Suite phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Positioning & Innovation Framework for Tesla by Image for the AI-Assisted Smartcar Suite phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Positioning, Innovation, and Evolution Framework for the AI-Assisted Smartcar Suite phase of the Electrification of Things (EoT) Era.

Cyclefund Strategic Positioning, Innovation, Evolution Framework for Tesla by Image for the AI-Assisted Smartcar Suite phase of the Electrification of Things (EoT) Era.

Strategic Roadmap Frameworks

Cyclefund Strategic Product Roadmap for the Tesla Roadster 2008

Cyclefund Strategic Product Roadmap for the Tesla Roadster and Model S 2012

Cyclefund Strategic Product Roadmap for the Tesla AI-Assisted Smartcar Suite for 2015, including the 2015 Tesla Model S and Model X

Cyclefund Strategic Product Roadmap for the Prospective Tesla AI-Assisted Smartcar Suite for 2017, including the 2017 Tesla Model S, Model X, and Model 3

Strategic Differentiation Frameworks

Cyclefund AI-Assisted Smartcar Suite Suite Features for Tesla vs. BMW

Cyclefund AI-Assisted Smartcar Suite Suite Features for Tesla vs. BMW with Differentiation Highlights

Strategic Performance Frameworks

Cyclefund X-Pattern Framework for Tesla Model S and Model X vs. BMW 5 Series and X5 Series from 2000 to 2016 Estimated

Cyclefund Strategic Performance Framework for the Tesla AI-Assisted Smartcar Suite from 2012 to 2016

Strategic Valuation Model

Cyclefund Total Global Revenue and Net Income for Apple 2003 - 2008 vs. Tesla 2013 to 2018 Estimated

Cyclefund Average Diluted Shares Outstanding for Apple 2003 - 2008 vs. Tesla 2013 to 2018 Estimated

Cyclefund Price-to-Sales Valuation for Apple 2003 - 2008 vs. Tesla 2013 to 2018 Estimated

Cyclefund Equity Valuation for Apple 2003 - 2008 vs. Tesla 2013 to 2018 Estimated

Cyclefund Smart Device Evolution from the Smartphone Phase of the Post-PC Era Led by Apple to the Smartcar Phase of the accelerating Electrification of Things (EoT) Era and the emerging Artificial Intelligence (AI) Era Led by Tesla