Part 10/12:
Tesla’s focus on its proprietary 4680 batteries and energy infrastructure could give it a lasting advantage despite skepticism from rivals. As Ford and GM consider their own strategies, the importance of charging infrastructure — which Tesla already has in place with 12,000 Superchargers globally — remains a crucial barrier to mass EV adoption without Tesla’s network.
The Future of Full Self-Driving and Autonomous Vehicles
A final point of optimism from Ives revolves around Tesla’s FSD progress. Elon Musk’s guidance anticipates that rapid AI improvements will eventually make full autonomy a reality. Kevin’s personal experience with FSD beta supports this, as incremental improvements continue to make the system safer and more reliable.