Part 5/15:
The Strategic Shift from Hardware to Software
A core argument relates to Tesla’s shift from traditional hardware-based industries to software and AI-centric models. Fitzgerald elaborates that Tesla’s vehicles and energy products are essentially batteries with wheels, and their value is amplified by the data they generate. By integrating vehicle-to-grid (V2G) technology, Tesla’s cars can contribute back to the energy grid, turning individual automobiles into distributed energy assets.