Part 9/11:
A provocative question posed at the end of the discussion centers on market valuation and potential growth. Specifically, whether Tesla doubling to $1.1 trillion or Nvidia doubling to $4.4 trillion will happen first.
Valuation and Growth Drivers
While Nvidia’s soaring stock benefits from its role as a backbone supplier for AI hardware, Tesla’s value hinges on autonomous driving, AI-powered fleets, and revolutionizing transportation. The argument suggests that Tesla’s success is heavily dependent on achieving full autonomous capabilities, which are directly tied to AI development and compute power.