Part 9/11:
While Tesla’s innovations promise substantial breakthroughs, they also raise questions about market impact and competitive dynamics. Musk’s strategy of internalizing hardware development could diminish Nvidia’s market share, especially if Tesla begins to supply chips to third-party automated systems.
However, Josh cautions that Tesla’s approach might limit its willingness to sell hardware externally, maintaining a closed ecosystem that could slow broader industry adoption.
Elon Musk's relentless drive for vertical integration and technological sovereignty echoes his earlier successes with Apple, hinting that Tesla might become the dominant hardware provider for AI and energy solutions, both on Earth and beyond.