There's this analysis in Chinese that gives a detailed breakdown of how to zoom in and zoom out on Tesla,

about how to analyse the tesla in chinese.Tesla's "Micro Focus and Macro Examination" Two-Dimensional Analysis: From the Core of the Enterprise to Global Value
When studying enterprises like Tesla, which possess both technological disruption and industry influence, the dual-dimensional analysis framework of "micro focus (Zoom In)" and "macro examination (Zoom Out)" is the key path to understanding their development logic and evaluating their long-term value. The former focuses on the technological iteration, product implementation, and operational details of the enterprise, exploring the foundation of its "hard power"; the latter places the enterprise in the broader context of industrial transformation, energy transition, and social development, examining its role in reshaping global supply chains, policy systems, and value perceptions. The two aspects support and confirm each other, jointly forming a complete and three-dimensional cognitive system of Tesla.
1. Micro Focus (Zoom In): Dissecting Tesla's "Hard Core Competitiveness" - Full Chain Penetration from Technology to Implementation
The core of the analysis from a micro perspective is "penetrating the surface to see the essence", delving into the core aspects of Tesla's technology research and development, production manufacturing, product ecosystem, etc., to explore the underlying logic of its continuous leadership in the industry. This dimension of analysis needs to focus on "how technology transforms into market competitiveness", concentrating on three key levels:
1. Technology Research and Development: Barrier Construction Based on "Battery + Software"
Tesla's technological moat begins with precise positioning in the core sector of new energy vehicles - focusing on "battery energy density" and "software-defined vehicles" as the two main research lines, and maintaining a high degree of synergy between "research and development investment and成果转化". From a micro data perspective， as of 2024， Tesla has cumulatively applied for over 2，000 patents， with 35% concentrated in the battery technology field： Its 4680 cylindrical battery， through the "no electrode" design， has increased energy density to 400Wh/kg， compared to the traditional 2170 battery， the range has increased by 16%， and the manufacturing cost has decreased by 14%； in the software aspect， the FSD (Full Self-Driving) system uses the "shadow mode" to achieve data loop - each vehicle collects road conditions data during driving， which is iterated by the cloud algorithm and synchronized to global vehicles through OTA (Over-the-Air Technology)， as of Q3 2024， FSD has accumulated over 1 billion miles of driving， the algorithm decision-making accuracy has increased to 99.2%， far exceeding the industry average.
This "hardware as the foundation， software empowering" research logic is not isolated but deeply bound with product planning. For example， the "moduleized chassis" design of Model 3 reduces the number of vehicle components。

1. 封面页：Team + Title 《Tesla Mission Drift》 副标题：Investment Group Analysis 团队名、组员、课程信息

2. 公司背景简介 Tesla是谁？做什么？全球布局 → 地图+时间轴形式展示

3. ISSUE 核心问题：Tesla当前战略与其Mission的偏离 → 用图展示Mission与Reality差距 what is tesla’s mission and vision? What Is Tesla’s Master Plan Part Four? Tesla’s Vision Statement: “To create the most compelling car company of the 21st century by driving the world’s transition to electric vehicles.” Tesla’s Mission Statement: “To accelerate the world’s transition to sustainable eneregy”

4. Vision & Mission分析 左：Mission原文；右：我们的解读与判断

5. 外部环境分析（PESTEL） 政治、经济、社会、技术、环境、法律六维度 → 六边形框架图

6. 行业竞争格局（Porter’s Five Forces） 行业吸引力、竞争强度 → 五力模型+雷达图

7. 主要竞争对手对比 Rivian / BYD / GM 等 → 销量、价格、技术、市值对比表

8. 内部资源分析（VRIO） 品牌、软件、自动驾驶、供应链 → VRIO表格展示

9. 垂直整合战略解析 从电池到能源的产业链 → 横向流程图展示

10. 制造创新：Unboxing & Next Gen 平台 制造逻辑变化；展示新旧平台差异 → 模型对比图

11. FSD进展与困境 自动驾驶进展与挑战 → 折线图+车内UI截图

12. 能源与多业务布局 SolarCity / Powerwall → 饼图展示能源占比

13. SWOT分析 结合内外部分析的SWOT四象限

14. 战略问题概括 Tesla偏离Mission的3个根因 → 圆点列表 + 引用句展示

15. Solution建议页 三项策略：短/中/长期 → 三栏并列展示

16. 方案1：降维自主制造、透明沟通 时间轴展示（2025→2030）

17. 方案2：加速FSD商业化试点 地图展示Robotaxi试点城市

18. 方案3：强化能源业务协同应对 三圈模型（车-光伏-储能）

19. 实施路径与风险管理 甘特图 + 风险雷达图

20. 致谢 / Q&A 中心大字 THANK YOU → 简洁白底风格