Part 10/18:
Beyond Tesla, Hans admires pioneers like Jensen Huang of Nvidia and Jeff Bezos of Amazon, citing their foresight and execution in AI and digital transformation. Nonetheless, he emphasizes that Elon Musk’s blend of engineering, vision, and relentless execution is unparalleled.
Tesla’s AI advantage is augmented by its control over manufacturing breakthroughs—like the proprietary machine to produce actuators, a core component for Optimus—and its vertical integration. This control enables rapid iteration and cost reduction impossible for most competitors, positioning Tesla ahead in the robotic revolution.