Part 4/7:
Tesla’s hardware strategy includes the development of their supercomputer, Dojo, which will interact efficiently with both their AI models and their own custom chips. The ongoing improvements in these chips are tied directly to their vision of creating robust AI solutions that seamlessly operate within their full stack.
Market Perspectives: Tesla vs. BYD
While Tesla’s market position appears strong, especially concerning the looming robo-taxi movement, analysts like Alex Potter from Piper Sandler have raised concerns about other players in the market, particularly BYD.