Part 10/12:
Tesla’s enduring advantage in AI, vehicle manufacturing, and energy solutions is reinforced by its continuous push to scale up capacity. For instance, Tesla plans to increase its AI training capacity from 4.6 exaflops to 100 exaflops by the end of 2024—a more than twentyfold increase—enabling even more sophisticated self-driving and AI projects.
Despite the enthusiasm about Tesla’s rapid growth, skepticism remains about competitors’ ability to catch up. Many traditional automakers missed the EV wave and are now struggling to develop fully autonomous vehicles at scale. They may resort to licensing Tesla’s FSD software and adopting Tesla’s charging standards only at the last possible moment, risking being left behind.