Tesla Dominating AI: Beyond EVs?
Morgan Stanley’s “Overweight” rating on Tesla, citing the company's potential dominance in embodied AI, has me thinking… is this the beginning of Tesla’s transformation from an EV manufacturer to a full-blown AI powerhouse?
Consider this: Tesla’s foray into autonomous vehicles, eVTOLs, AMRs, and even humanoid robots. Are these just pet projects, or strategic moves to position themselves at the forefront of the AI revolution? The increasing need for passive optical data for AI training, highlighted by Morgan Stanley, seems to align perfectly with Tesla’s data collection capabilities through its vast fleet of vehicles.
But what about the competition? China’s aggressive push in embodied AI, particularly in autonomous tech, presents a significant challenge. Could this stifle Tesla’s growth, or will it spur even faster innovation? Is Tesla’s future valuation truly tied more to its AI potential than its EV market share?
Let’s discuss. What are your thoughts on Tesla’s AI ambitions? Overblown hype or the next big thing? How will the intensifying geopolitical competition in AI impact Tesla's trajectory? Share your predictions, insights, and experiences.
Tesla Dominating AI: Beyond EVs?
Morgan Stanley’s “Overweight” rating on Tesla, citing the company's potential dominance in embodied AI, has me thinking… is this the beginning of Tesla’s transformation from an EV manufacturer to a full-blown AI powerhouse?
Consider this: Tesla’s foray into autonomous vehicles, eVTOLs, AMRs, and even humanoid robots. Are these just pet projects, or strategic moves to position themselves at the forefront of the AI revolution? The increasing need for passive optical data for AI training, highlighted by Morgan Stanley, seems to align perfectly with Tesla’s data collection capabilities through its vast fleet of vehicles.
But what about the competition? China’s aggressive push in embodied AI, particularly in autonomous tech, presents a significant challenge. Could this stifle Tesla’s growth, or will it spur even faster innovation? Is Tesla’s future valuation truly tied more to its AI potential than its EV market share?
Let’s discuss. What are your thoughts on Tesla’s AI ambitions? Overblown hype or the next big thing? How will the intensifying geopolitical competition in AI impact Tesla's trajectory? Share your predictions, insights, and experiences.
- By allmaxh