Part 9/11:
Tesla may not produce hundreds of millions of cars annually immediately but could license its FSD technology to other car manufacturers. The speaker believes Tesla will most likely retain a significant market share, but competition will eventually emerge.
Final Predictions and Market Implications
The speaker's overall prognosis is remarkably optimistic: with a probability approaching 100%, full self-driving will be solved within 20 years. This confidence stems from viewing AI progress as an exponential phenomenon—consistent, rapid, and difficult to halt.