Could Tesla’s real value lie beyond EVs? Morgan Stanley seems to think so, connecting the dots between Tesla, embodied AI, and the burgeoning robotics industry. With DeepSeek’s AI reportedly outperforming ChatGPT, is this a sign of things to come? Are we underestimating the potential of Tesla’s self-driving data and its application in robotics? Musk’s prediction of a half-million Optimus robots by 2027 sounds audacious – is this realistic, or just another Musk moonshot? How will the intensifying global AI race impact Tesla’s position? Is the 1 Trillion dollar TAM for Optimus a pipe dream or an inevitability? What role will national security play in accelerating embodied AI development, and will Tesla benefit? Let's discuss.
Could Tesla’s real value lie beyond EVs? Morgan Stanley seems to think so, connecting the dots between Tesla, embodied AI, and the burgeoning robotics industry. With DeepSeek’s AI reportedly outperforming ChatGPT, is this a sign of things to come? Are we underestimating the potential of Tesla’s self-driving data and its application in robotics? Musk’s prediction of a half-million Optimus robots by 2027 sounds audacious – is this realistic, or just another Musk moonshot? How will the intensifying global AI race impact Tesla’s position? Is the 1 Trillion dollar TAM for Optimus a pipe dream or an inevitability? What role will national security play in accelerating embodied AI development, and will Tesla benefit? Let's discuss.
- By allmaxh