Part 3/7:
The argument is made that Tesla's intrinsic value lies significantly in its autonomous AI narrative. While current quarterly financials are essential, they represent a mere fraction of Tesla's overarching potential, currently seen as only 10% tied to traditional delivery metrics and 90% rooted in future AI and autonomous capabilities.
The AI Opportunity: Market Potential and Insights
The conversation continues with a focus on the burgeoning trend of AI technology, particularly how it intertwines with Tesla's future growth. Analysts perceive an $8 to $10 multiplier across software and other tech infrastructures, indicating that as the AI narrative evolves, it will redefine market expectations.