Part 7/14:
The speaker emphasizes that, while Tesla may lead today in autonomous and robotic technologies, the competition isn't about immediate profit margins but about securing strategic dominance. Major players will likely sell or deploy robots to multiple clients—retail giants like Walmart, agricultural firms, and other sectors—without necessarily fighting over profit per unit. The market is expected to support vast scales of demand; once Tesla produces 10 million robots, the demand could reach hundreds of millions, with companies like Figure One and Huawei also participating heavily.