Part 10/12:
Tesla’s aggressive investments in hardware, AI chips, and autonomous software position it as a leader—if not the dominant force—in AI-powered transportation. Its comprehensive approach, integrating hardware and software, provides a competitive moat unlikely to be matched soon.
Competition and Market Dynamics
While the model assumes limited competition in the long run, short- and medium-term rivalry is inevitable. Current estimations consider that Tesla may own over 80% of the autonomous taxi market by 2030, but emerging players and technological shifts could alter this landscape.