Part 9/13:
More productive use of time during commutes,
Significant reduction in traffic fatalities,
Potential urban redesign around autonomous fleets rather than personal vehicles.
Tesla’s Moat: Why No One Can Catch Up
Tesla’s competitive advantages are rooted in its vast fleet of vehicles, massive data collection, integrated hardware and software, and visionary leadership under Elon Musk. With over one billion miles driven with FSD, Tesla has accumulated a data advantage unmatched by competitors.
Elon Musk emphasizes that the cost of data collection and AI training—despite being billions annually—is trivial compared to the value generated. This leads to exponential improvements in safety and autonomy, further widening Tesla’s moat.