Part 5/11:
He insists that Tesla's ability to scale quickly—targeting dozens of cities—can cement its leadership, transforming the autonomous driving landscape into a winner-takes-most scenario. Achieving this hinges on Tesla cracking the technical challenges of full self-driving (FSD) and deploying at scale rapidly.
Humanoid Robotics: The Next Frontier
Perhaps most striking is Ives' focus on humanoid robots as the largest untapped market in AI. He asserts that within 18 months to 2 years, Tesla’s Optimus robot will reach a stage where it can be deployed in real-world applications, not in some distant future.