Part 7/11:
Tesla’s market dominance is being challenged as more automakers accelerate their EV programs. Morgan Stanley noted that Tesla’s competitive advantages depend heavily on its technological capabilities, particularly in autonomous driving. Ross Gerber remains optimistic, believing that Tesla’s FSD will continue to improve and offer a significant moat.
Conversely, some critics point to companies like Argo AI, which once led in autonomous vehicle technology before ultimately facing bankruptcy. This highlights the volatility and high stakes involved in autonomous tech development—a landscape where leadership can quickly shift.