Part 6/11:
- Will future competitors catch up? History shows many automakers once dismissed Tesla; will they now be able to develop comparable EVs and autonomous features? Tesla’s mode of sustained innovation is seen as a critical competitive advantage—one that must be maintained to stay ahead.
Technology and Innovation: The Heart of Tesla’s Advantage
Tesla's technological edge, especially in Full Self-Driving (FSD), battery tech, and manufacturing processes like Giga casting, is central to its growth story. The question arises:
- Can Tesla maintain its leadership in AI and FSD? With a seemingly small yet innovative team, Tesla claims to have the best AI effort worldwide. But how do we verify this claim?