Part 7/11:
This hardware transformation implies Tesla could become one of the most valuable AI companies globally, akin to a semiconductor giant on the scale of Nvidia but with a unique integrated approach. The inference chips, used across vehicles, robots, and data centers, form the backbone of a vast AI empire—one that could continuously generate high margins and immense revenue streams.
Elon Musk predicts that by 2030, Tesla could have 10 million robo-taxis, each running multiple inference chips, creating an enormous cash flow that surpasses traditional car sales and even current robo-taxi revenues.