Part 6/8:
The GigaCast speakers highlighted that Musk’s relationship with former President Trump complicates any discussion on tariffs, given their shared interests and recent interactions. There seems to be a hope that developments may lead to softened tariff implications, potentially paving the way for better margins moving forward.
Automation and AI Integration
Beyond the technical hiccups and financial metrics, Pepsi's optimistic future rests on the shoulders of AI and automation. Tesla has introduced driverless technology that can deliver cars autonomously to customers' homes. This reduction of labor-intensive jobs signals a shift in Tesla’s operational strategy to enhance efficiency.