Part 4/15:
A key part of Fitzgerald's thesis centers on Tesla’s data infrastructure and AI capabilities. He argues that Tesla’s vast data collection from millions of vehicles provides an unparalleled edge in autonomous driving, robotics, and energy management. These data streams enable Tesla to refine and perfect its Full Self-Driving (FSD) technology rapidly.
Fitzgerald stresses that Tesla is not merely a vehicle manufacturer; it is a comprehensive AI, energy, and data company. Every Tesla vehicle acts as a mobile data point—an active node in a distributed grid of energy and information. This interconnected network transforms Tesla into a formidable AI compute resource, rivaling and surpassing traditional utility models without needing extensive wires or physical infrastructure.