Here's your Forbes Daily Briefing for Monday, March 16th.

Today on Forbes, Tesla's best growth story isn't Robotaxies, it's batteries.

Tesla's era as the market's can't miss EV growth engine has passed, cracking under tougher

competition and softer demand.

With Chinese rivals now setting the pace globally, Tesla is expected to fall further behind

BYD in overall sales again this year.

But while CEO Elon Musk keeps the stock aloft with Robotaxi bloviating and Optimist cosplay,

the company's energy arm is doing the one thing

Wall Street loves, and hype can't fake. Booking revenue. Inside Tesla's sprawling identity crisis,

grid-scale batteries, and potentially solar, are the closest thing it now has to a can't-miss bet.

Tesla investor and frequent must-critic, Ross Gerber, the CEO of Santa Monica are the closest thing it now has to a can't-miss bet.

Tesla investor and frequent must-critic, Ross Gerber, the CEO of Santa Monica-California-based

Gerber Kawasaki, said, quote, it's their best business.

There's so much demand for energy, and the simplest supply solution is solar and battery

systems, which of the least cost.

Deployment opportunities are just massive right now for Tesla.

He's not wrong.

For a decade, Tesla has packaged and sold battery cells and powerwall packs for residential

solar installations and much larger megapacks for utility-scale power storage.

In 2025, Tesla's battery business booked a record

$12.8 billion of revenue, up 27%, while its annual auto revenues dropped 10% to $69.5 billion.

Tesla is still overwhelmingly a car company by revenue, but the direction of travel is what

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