Part 11/12:
Global Auto Industry: Traditional automakers such as Toyota, Volkswagen, and BMW are facing challenges with EV adoption, with some experiencing declining sales and profits in key markets like China and Europe. Tesla’s aggressive push into autonomous EVs and its expanding manufacturing network position it favorably.
Tech Giants and AI Investment: Meta’s robust earnings and increased AI infrastructure spending underscore the escalating importance of AI chips—an area where Tesla is proactively investing, expecting to expand its AI training capacity rapidly by year-end.