About the value of Tesla I don’t know. However about the value of AI as a development tool for Tesla you have already seen. Tesla uses advanced simulation with AI guiding design of experiments.
So what if the market growth of EVs doubles? What if low lost EVs replace fossil fuel vehicles in commercial use cases. Already happening.
Low cost $25000 EV with charge times of 250 miles in 10 minutes. So the greater then 50% of vehicles the travel less than 37 miles a day can charge every 6 days for 10 minutes. That is with batteries in production today.
In pilot production a 2 to 4 x reduction in cost within 5 years.

What if Ford and GM are not ready in 5 years to deal with a massive shift in consumer preferences.

Maybe turning to development of home energy systems is the sleeper market that Tesla AI powered development team can mine for profit.