Part 10/11:
Despite short-term challenges, including production delays and slowed FSD rollout, the overall trajectory remains optimistic. As Elon Musk and Tesla continue to improve their hardware capabilities and AI systems, the company is poised to benefit from the expanding AI ecosystem, especially as industries and tech giants invest heavily in autonomous solutions.
In essence, the debate underscores a fundamental industry shift: a move toward AI-driven transportation and automation that could redefine market leaders’ valuations in the coming years.