Part 11/12:
The chip supply bottleneck is critical; Tesla considers building its own multi-hundred-thousand wafer-per-month fab to meet AI and vehicle production needs.
Autonomous driving technology is close to achieving safer-than-human levels, with plans to significantly reduce costs per mile.
Fleet dynamics are set to shift: fewer total vehicles in the long run, but miles traveled may increase due to convenience factors.
Tesla’s ambition extends into AI inference networks using its vehicle fleet, opening possibilities for new revenue streams.
The company is progressing towards unveiling the Rostar 2, with potential demos in early 2024.