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/
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