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Elon Musk emphasizes that energy and compute capabilities—particularly energy supply and advanced chips—will be the key limiting factors for Tesla’s AI ambitions. The move into vertical chip manufacturing signifies Tesla’s intent to control more of its supply chain, enhancing scalability and competitive advantage.
Progress and Future Outlook for FSD and Robo-Taxi Expansion
Tesla unveiled impressive metrics around its Full Self-Driving (FSD) technology, specifically highlighting safety improvements. Using FSD-only deployment, Tesla reported an 85% reduction in crashes, 5,000 fewer fatalities, and 2 million fewer injuries globally over the past year. These figures underscore the system’s safety benefits and build confidence in subsequent versions.