Part 5/11:
Elon Musk’s goal appears clear: own the entire stack. By developing superior hardware in-house, Tesla can maximize efficiency, reduce costs, and accelerate deployment of AI capabilities. Musk’s history suggests that if something doesn’t meet his exacting standards, he prefers to build it internally. This was seen in Starlink's recent acquisition and the ongoing development of in-house silicon.
While Nvidia is the current kingpin, Musk's ambition and relentless innovation threaten to disrupt the status quo with a vertically integrated approach that firmly plants Tesla as both an AI hardware manufacturer and service provider.