They published their model on Github and invite you to test your own assumptions and/or craft visualizations from the simulation outputs for our assumptions.
Ark does not model Tesla's utility energy storage or solar business in our models. Nextbigfuture notes that Tesla making 500 Gigawatt hours of extra batteries in 2025 not used in cars would be worth another $500 billion in share value. They also have not modeled bitcoin assumptions in their model. For ARK's work on bitcoin as corporate cash, please download our latest Big Ideas presentation.
Ark Invest has growing confidence in Tesla full self-driving becoming a robotaxi service. They think those scenarios are more than 50% likely by 2025.