Part 6/16:
The core thesis: if you believe in AI embodiment, owning Tesla stock is the simplest, most direct route to participation. The argument is that Tesla's approach—end-to-end neural vision systems without reliance on radar—is the optimal technological solution, and milestones like the anticipated deployment of robo taxis will serve as signals that the full realization of AI embodiment is imminent.
This conviction is reinforced by Tesla's rapid iteration cycles, its extensive data collection, and internal testing, which are set to accelerate the rollout of autonomous fleets. When these robo taxis become operational, they will generate massive revenue streams—potentially supporting valuations in the trillions—and set the stage for the broader adoption of humanoid robots.