Part 9/14:
The Future of AI, Tesla, and Global Competition
The rapid development of such open-source models solidifies the premise that AI hardware costs will decline further, making sophisticated models more accessible and fueling industry-wide competition. For Tesla, this means that their AI hardware strategy—focusing on efficient, scalable software—remains robust and perhaps even more advantageous in a landscape where AI models are becoming more skirted from hardware barriers.
Tesla's massive data advantage, combined with these technological advances, opens the door to faster, cheaper, and safer autonomous vehicles, with the possible introduction of robotaxis improving profitability and urban mobility.