Part 5/11:
The narrative shift extends beyond hardware and vehicle production. Tesla’s focus on AI maturity opens new avenues for revenue, with software subscriptions, licensing of autonomous systems, and AI-as-a-Service on the horizon. The company’s software stack now rivaling that of massive AI labs indicates a potential for billion-dollar revenue streams, especially as robotaxi services commence and scale.
Tesla’s approach to energy and AI data monetization was also discussed. With a global fleet of millions of vehicles capable of sharing idle computing power, the company envisions a future where distributed compute resources generate additional income—a concept dubbed “Tesla as a Service” or "Dojo as a Service."