Part 12/15:
Wall Street and analysts generally see Tesla capturing a significant share of the autonomous vehicle market, with estimates often ranging between 20% and 50%. While some firms like Goldman Sachs are more conservative, the dominant narrative is that Tesla’s integrated vehicle manufacturing, large data footprint, and continuous AI improvements place it ahead of rivals.
Others, including Chinese automakers like BYD and Huawei, are gathering their own large datasets and investing heavily in autonomous tech, but Musk dismisses these efforts as unlikely to catch up in scale or data quality. He argues that Tesla's early and massive data advantage, combined with relentless scaling, will secure their leadership.