Part 10/11:
Redley's napkin math estimates that if Tesla invests around $100 billion in AI chips, deploying strategies consistent with Musk’s forecasts, the company could generate up to $200 billion in annual revenue solely from inference work. This valuation dwarfs current Tesla figures and positions the company alongside, or perhaps above, existing tech giants in AI hardware and software.
He concludes that the forthcoming AI6 hardware, combined with Tesla’s scaling plans, might redefine the company's scope—transforming it from a car manufacturer into a massive AI and robotics empire.