Part 11/16:
“The future looks bleak for small players, but those harnessing AGI will have tremendous advantages.”
He also emphasized ongoing efforts to develop AI-based trading models to adapt to these changes.
Tesla’s Strategic Pivot: From Cars to Robots
Tesla’s strategy, especially around Full Self-Driving (FSD) and humanoid robots (Optimus), was analyzed as a blueprint for disruptive innovation:
- FSD and Robotaxis: Tesla’s aim to pivot from car manufacturing to AI-powered robot taxis could massively scale revenue, with margins of up to 95% on software and a potential per-vehicle profit of $6,000.