Elon Musk has said Tesla is not a car company. It’s an AI and robotics company.
❝
If somebody doesn’t believe Tesla is going to solve autonomy, I think they should not be an investor in the company. - Elon Musk
That claim is now fully priced into Tesla’s market value. How is it justified? And is the justification primarily based on faith in Musk?
In my latest LinkedIn TaaSMaster Newsletter, I break down:
Why Musk believes camera-only FSD is the answer
What rivals like Waymo are doing differently, and why
Whether Tesla’s data advantage is really decisive
And the bigger investor question: Is this another “Musk miracle”… or a leap too far?
Read it HERE!