Why Tesla’s Most Reliable Revenue Stream Are Large Scale Battery Sale

Forbes Senior Editor Alan Ohnsman sat down with Forbes Talks to discuss Tesla’s strategic pivot toward its rapidly growing battery storage and energy business. Ohnsman explains the company's significant challenges in the electric vehicle market, including falling global sales and increased competition from Chinese rivals like BYD. 00:00 Tesla’s Rocky Start To 2026 And The Shift To Batteries 02:41 Dominating The United States Stationary Storage Market 04:57 Leveraging Manufacturing Power For Solar And Energy 08:02 The Legacy Of SolarCity And The Failed Solar Roof 11:00 Challenges Of Scaling To One Hundred Gigawatts 12:34 Replacing Lost Revenue From EV Sales And Tax Credits 14:13 Future Outlook For New Battery Plants And Chemistries Read the full story on Forbes: https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/ Subscribe to FORBES: https://www.youtube.com/user/Forbes?sub_confirmation=1 Fuel your success with Forbes. Gain unlimited access to premium journalism, including breaking news, groundbreaking in-depth reported stories, daily digests and more. Plus, members get a front-row seat at members-only events with leading thinkers and doers, access to premium video that can help you get ahead, an ad-light experience, early access to select products including NFT drops and more: https://account.forbes.com/membership/?utm_source=youtube&utm_medium=display&utm_campaign=growth_non-sub_paid_subscribe_ytdescript Stay Connected Forbes newsletters: https://newsletters.editorial.forbes.com Forbes on Facebook: http://fb.com/forbes Forbes Video on Twitter: http://www.twitter.com/forbes Forbes Video on Instagram: http://instagram.com/forbes More From Forbes: http://forbes.com Forbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.