Part 10/14:
The Evolution of Tesla’s Investment Thesis
Historically, Musk’s interest in Tesla has gravitated toward revolutionary AI and robotics rather than incremental vehicle improvements. His long-term vision involves transforming Tesla into a multi-faceted AI company—producing not just cars, but humanoid robots and smart AI systems. Within this scope, autonomous vehicles are seen as a catalyst that could catapult Tesla’s value into the trillions, far beyond making traditional EVs.