Part 12/15:
Owensman discusses widespread industry skepticism about the monetization potential of AI and robots. Despite significant funding, companies like Boston Dynamics and others have yet to demonstrate meaningful profit from their robotics efforts. Similarly, AI models like ChatGPT offer value but are not yet direct revenue drivers.
This raises critical questions about Tesla’s stated vision to transform into an AI-driven enterprise. Without clear paths to monetize these technologies, the goals may remain aspirational rather than achievable.