Last night, I discussed two extremes that could be the future of Tesla depending on how the company’s current “big bet” turns out. It’s been no secret that Tesla’s #1 focus is now AI and robotics, and. However, there were also several highlights from the presentation that seemed worth pulling out and discussing. Below are 10 key slides and some short comments about them.
We saw this shared with the last quarter’s shareholder report, but it’s worth highlighting again. Tesla’s AI compute infrastructure has skyrocketed. Much more compute power is helping Tesla FSD to drive much better. But does the chart continue spiking upward from there? For how long? At what cost? I’d love to have a more detailed explanation and discussion on this.
There’s the slide showing the three Tesla models under development. I feel like we’ve seen almost the same slide before. Waiting for the details, but it’s at least evidence that Tesla is still working on other models .
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